Filed September 9, 2010
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 |
|---|---|---|
Filed as: FIDELITY INV INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $514,021 |
LCG ASSOCIATES, INC.1 year Filed as: LCG ASSOCIATES Service code 16 · EIN 72-0734507 | Consulting | $70,881 |
Filed as: STATE STREET AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $68,767 |
Filed as: MCDERMOTT, WILL & EMERY LLP Service code 29 · EIN 36-1453176 | Legal | $42,249 |
BKD, LLP1 year Filed as: DIXON, HUGHES & GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $38,588 |
Filed as: NORTHEST RETIREMENT SERVICES Service code 34 · EIN 04-2686260 | Valuation (appraisals, etc.); Direct ... | $27,835 |
RELIANCE TRUST COMPANY1 year Service code 25 · EIN 58-1428634 | Directed Trustee | $22,404 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,458 | $71,813-8.9% | $119,609-45.3% | $78,044-16.1% |
| Participation rate | 92.0% | 81.7%+10.3pp | 79.3%+12.7pp | 74.4%+17.5pp |
| Annual return | -16.20% | -13.80%-2.4pp | -14.97%-1.2pp | 10.87%-27.1pp |
| Employer contribution / active EE | $1,873 | $2,836-33.9% | $4,232-55.7% | $3,125-40.0% |
| Participant deferral / active EE | $4,171 | $4,953-15.8% | $5,602-25.5% | $5,084-18.0% |
| Admin fee / account holder | $107 | $81+32.4% | $10,323-99.0% | $79+35.3% |