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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,843 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | $4,000 |
Filed as: FIDELITY INV INSTL OPER CO Service code 60 | Sub-TA Fees | $0 |
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 | $117,525 | $111,608+5.3% | $177,821-33.9% | $73,409+60.1% |
| Participation rate | 92.0% | 87.9%+4.2pp | 87.7%+4.3pp | 72.2%+19.9pp |
| Annual return | 23.28% | 18.23%+5.1pp | 48.32%-25.0pp | 59.29%-36.0pp |
| Employer contribution / active EE | $3,649 | $3,796-3.9% | $5,918-38.3% | $2,234+63.4% |
| Participant deferral / active EE | $6,521 | $6,199+5.2% | $7,714-15.5% | $3,805+71.4% |
| Admin fee / account holder | $42 | $166-74.9% | $12,427-99.7% | $158-73.7% |