Filed January 26, 2012 (most recent of 3 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 |
|---|---|---|
Service code 17 · EIN 20-4751585 | Pension Consulting | $13,864 |
DISANTO PRIEST & CO.2 years Service code 10 · EIN 57-1139864 | Accounting | $10,000 |
Service code 17 · EIN 04-2530412 | Pension Consulting | $7,727 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$24,925 |
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 | $146,044 | $74,552+95.9% | $62,995+131.8% | $69,631+109.7% |
| Participation rate | 73.6% | 78.3%-4.7pp | 74.8%-1.2pp | 70.7%+2.9pp |
| Annual return | 18.56% | 15.77%+2.8pp | 87.57%-69.0pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $2,695 | $2,929-8.0% | $2,759-2.3% | $2,032+32.6% |
| Participant deferral / active EE | $5,586 | $2,974+87.8% | $3,329+67.8% | $3,224+73.3% |
| Admin fee / account holder | $94 | $59+57.7% | $3,600-97.4% | $110-15.2% |