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 | $602,041 |
Filed as: MCMERMOTT, WILL & EMERY LLP Service code 29 · EIN 36-1453176 | Legal | $208,694 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARZ, LLP Service code 10 · EIN 44-0160260 | Accounting | $87,000 |
Filed as: FIDUCIARY COUNSELORS Service code 27 · EIN 22-3709903 | Advisory (Plan) | $35,824 |
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 | $86,720 | $2,679,533-96.8% | $164,813-47.4% | $199,593-56.6% |
| Participation rate | 91.8% | 78.3%+13.5pp | 78.6%+13.2pp | 72.0%+19.9pp |
| Annual return | 11.81% | 17.93%-6.1pp | 69.93%-58.1pp | 34.25%-22.4pp |
| Employer contribution / active EE | $3,854 | $2,970+29.8% | $4,341-11.2% | $3,034+27.0% |
| Participant deferral / active EE | $7,641 | $5,010+52.5% | $6,031+26.7% | $5,087+50.2% |
| Admin fee / account holder | $99 | $1,982-95.0% | $12,690-99.2% | $269-63.1% |