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 | $415,715 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST CO. Service code 27 · EIN 36-1561860 | Advisory (Plan) | $86,862 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $47,775 |
LCG ASSOCIATES, INC.2 years Filed as: LCG ASSOCIATES Service code 16 · EIN 72-0734507 | Consulting | $26,929 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,515 | $84,149-6.7% | $129,995-39.6% | $103,482-24.1% |
| Participation rate | 86.8% | 81.0%+5.8pp | 78.5%+8.4pp | 73.3%+13.6pp |
| Annual return | 15.44% | 25.45%-10.0pp | -137.18%+152.6pp | 33.11%-17.7pp |
| Employer contribution / active EE | $1,907 | $2,687-29.0% | $4,320-55.8% | $3,208-40.5% |
| Participant deferral / active EE | $4,582 | $5,201-11.9% | $5,820-21.3% | $5,207-12.0% |
| Admin fee / account holder | $73 | $75-2.5% | $10,614-99.3% | $114-35.9% |