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 | $140,260 |
GRANT THORNTON LLP3+ years Filed as: GRANT THORNTON Service code 16 · EIN 36-6055558 | Consulting | $38,410 |
AON CONSULTING3+ years Filed as: AON HEWITT Service code 10 · EIN 22-2232264 | Accounting | $13,126 |
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 | $151,308 | $117,734+28.5% | $115,752+30.7% | $77,958+94.1% |
| Participation rate | 98.3% | 82.0%+16.3pp | 77.8%+20.5pp | 71.6%+26.6pp |
| Annual return | 18.56% | 17.65%+0.9pp | 19.41%-0.8pp | 20.87%-2.3pp |
| Employer contribution / active EE | $11,697 | $2,736+327.6% | $3,492+234.9% | $2,310+406.3% |
| Participant deferral / active EE | $8,059 | $4,435+81.7% | $5,204+54.9% | $3,537+127.9% |
| Admin fee / account holder | $85 | $75+12.9% | $6,278-98.7% | $97-13.1% |