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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,860 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | $4,188 |
Filed as: FIDELITY INV INSTL OPER CO Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,872 | $86,897+17.2% | $151,611-32.8% | $64,808+57.2% |
| Participation rate | 97.9% | 87.3%+10.7pp | 87.5%+10.4pp | 71.5%+26.5pp |
| Annual return | -17.43% | -3.57%-13.9pp | 3.33%-20.8pp | 32.82%-50.2pp |
| Employer contribution / active EE | $4,755 | $4,010+18.6% | $6,166-22.9% | $2,506+89.8% |
| Participant deferral / active EE | $8,183 | $6,690+22.3% | $8,363-2.2% | $4,310+89.9% |
| Admin fee / account holder | $48 | $153-68.4% | $11,616-99.6% | $188-74.3% |