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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,439 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | $3,769 |
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 | $98,390 | $88,515+11.2% | $162,163-39.3% | $67,579+45.6% |
| Participation rate | 98.5% | 86.8%+11.7pp | 87.6%+10.9pp | 71.3%+27.2pp |
| Annual return | 24.83% | 27.04%-2.2pp | 115.59%-90.8pp | 378.56%-353.7pp |
| Employer contribution / active EE | $3,315 | $3,563-7.0% | $5,614-40.9% | $2,148+54.4% |
| Participant deferral / active EE | $5,477 | $5,724-4.3% | $7,298-25.0% | $3,539+54.7% |
| Admin fee / account holder | $36 | $124-70.8% | $10,843-99.7% | $142-74.6% |