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 |
|---|---|---|
SENTINEL PENSION ADVISORS4+ years Service code 27 · EIN 20-5916766 | Advisory (Plan) | $21,000 |
WOLF & COMPANY, P.C.4+ years Filed as: WOLF & COMPANY, INC. Service code 10 · EIN 04-2689883 | Accounting | $14,420 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,497 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | $4,575 |
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 | $84,946 | $80,005+6.2% | $140,016-39.3% | $55,725+52.4% |
| Participation rate | 99.4% | 87.0%+12.4pp | 87.5%+11.9pp | 70.9%+28.5pp |
| Annual return | -3.64% | 0.46%-4.1pp | 651.12%-654.8pp | 244.93%-248.6pp |
| Employer contribution / active EE | $2,470 | $3,403-27.4% | $5,606-55.9% | $2,078+18.8% |
| Participant deferral / active EE | $5,088 | $5,264-3.3% | $6,927-26.5% | $3,356+51.6% |
| Admin fee / account holder | $132 | $116+14.5% | $10,705-98.8% | $115+15.0% |