Filed January 24, 2012
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 |
|---|---|---|
WOLF & COMPANY, P.C.3+ years Filed as: WOLF & COMPANY, INC. Service code 10 · EIN 04-2689883 | Accounting | $14,200 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,775 |
SENTINEL PENSION ADVISORS3+ years Service code 27 · EIN 20-5916766 | Advisory (Plan) | $7,000 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | $3,781 |
Service code 60 | Sub-TA Fees | $0 |
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 | $90,975 | $81,537+11.6% | $149,718-39.2% | $69,631+30.7% |
| Participation rate | 96.9% | 86.1%+10.7pp | 87.1%+9.8pp | 70.7%+26.2pp |
| Annual return | 21.91% | 22.79%-0.9pp | 1501.63%-1479.7pp | 27571.02%-27549.1pp |
| Employer contribution / active EE | $2,227 | $3,239-31.2% | $5,445-59.1% | $2,032+9.6% |
| Participant deferral / active EE | $4,824 | $4,994-3.4% | $6,569-26.6% | $3,224+49.6% |
| Admin fee / account holder | $97 | $107-8.9% | $11,283-99.1% | $110-11.8% |