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 |
|---|---|---|
Filed as: FIDELITY INV INST OPS CO. LLC Service code 50 · EIN 04-2647786 | Direct Payment | $78,639 |
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $73,814 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,230 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $530 |
Filed as: FIDELITY INV. INS. OPS. CO. INC. Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $418,592 | $113,293+269.5% | $67,502+520.1% | $199,593+109.7% |
| Participation rate | 65.7% | 73.3%-7.6pp | 72.9%-7.1pp | 72.0%-6.2pp |
| Annual return | 12.28% | 15.88%-3.6pp | 3512.12%-3499.8pp | 34.25%-22.0pp |
| Employer contribution / active EE | $6,945 | $3,401+104.2% | $2,731+154.3% | $3,034+128.9% |
| Participant deferral / active EE | $7,822 | $4,159+88.1% | $4,000+95.6% | $5,087+53.8% |
| Admin fee / account holder | $55 | $103-46.7% | $3,998-98.6% | $269-79.7% |