Filed March 22, 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 |
|---|---|---|
FID INV INST OPS CO8 years Service code 37 · EIN 04-2647786 | Loan Processing | $71,539 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,369 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,441 | $65,908+113.1% | $81,812+71.7% | $77,643+80.9% |
| Participation rate | 97.3% | 65.8%+31.5pp | 72.3%+24.9pp | 70.6%+26.7pp |
| Annual return | 16.18% | 26.64%-10.5pp | 773.79%-757.6pp | 31.24%-15.1pp |
| Employer contribution / active EE | $5,899 | $2,370+148.9% | $2,912+102.6% | $2,726+116.4% |
| Participant deferral / active EE | $10,312 | $3,505+194.2% | $4,319+138.8% | $4,647+121.9% |
| Admin fee / account holder | $88 | $526-83.3% | $7,386-98.8% | $430-79.6% |