Filed March 25, 2013
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $105,742 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,980 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,584 | $89,436-9.9% | $164,813-51.1% | $77,643+3.8% |
| Participation rate | 90.4% | 78.6%+11.8pp | 78.6%+11.8pp | 70.6%+19.8pp |
| Annual return | 15.02% | 28.83%-13.8pp | 69.93%-54.9pp | 31.24%-16.2pp |
| Employer contribution / active EE | $2,029 | $2,569-21.0% | $4,341-53.3% | $2,726-25.6% |
| Participant deferral / active EE | $6,296 | $4,897+28.6% | $6,031+4.4% | $4,647+35.5% |
| Admin fee / account holder | $115 | $339-66.2% | $12,690-99.1% | $430-73.3% |