Filed May 6, 2011 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,348 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $20,951 |
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,317 |
Filed as: FIDELITY INV INST OPS CO. LLC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $0 |
Filed as: FIDELITY INV. INS. OPS. CO. INC. Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,907 | $95,445-36.2% | $60,874+0.1% | $78,044-22.0% |
| Participation rate | 92.0% | 72.5%+19.5pp | 73.1%+18.9pp | 74.4%+17.6pp |
| Annual return | -14.53% | -12.21%-2.3pp | 16.90%-31.4pp | 10.87%-25.4pp |
| Employer contribution / active EE | $4,517 | $3,900+15.8% | $2,701+67.2% | $3,125+44.6% |
| Participant deferral / active EE | $5,324 | $4,558+16.8% | $3,817+39.5% | $5,084+4.7% |
| Admin fee / account holder | $5 | $46-89.5% | $3,224-99.9% | $79-93.9% |