Filed June 8, 2012 (most recent of 2 filings on file)
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $109,967 |
CROWE LLP2 years Filed as: CROWE Service code 10 · EIN 35-0921680 | Accounting | $35,700 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,237 |
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 | $238,854 | $112,623+112.1% | $106,213+124.9% | $199,593+19.7% |
| Participation rate | 98.5% | 86.2%+12.3pp | 75.3%+23.2pp | 72.0%+26.6pp |
| Annual return | 14.93% | 15.57%-0.6pp | 116.14%-101.2pp | 34.25%-19.3pp |
| Employer contribution / active EE | $13,677 | $4,575+199.0% | $3,171+331.3% | $3,034+350.8% |
| Participant deferral / active EE | $11,340 | $6,659+70.3% | $5,016+126.1% | $5,087+122.9% |
| Admin fee / account holder | $84 | $107-21.1% | $11,033-99.2% | $269-68.6% |