Filed December 13, 2012 (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 INVS. INST. OPS. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $231,638 |
AON CONSULTING2+ years Filed as: AON HEWITT Service code 10 · EIN 36-3109431 | Accounting | $26,250 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $7,730 |
Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $131,788 | $107,045+23.1% | $108,745+21.2% | $63,975+106.0% |
| Participation rate | 98.2% | 81.9%+16.3pp | 77.7%+20.6pp | 71.1%+27.1pp |
| Annual return | 8.04% | 18.14%-10.1pp | 46.22%-38.2pp | 48.65%-40.6pp |
| Employer contribution / active EE | $12,213 | $2,651+360.7% | $3,323+267.5% | $2,182+459.8% |
| Participant deferral / active EE | $7,865 | $4,292+83.3% | $5,121+53.6% | $3,356+134.3% |
| Admin fee / account holder | $121 | $67+79.9% | $6,144-98.0% | $70+71.5% |