Filed January 23, 2013 (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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $76,297 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,326 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,951 | $96,188-45.0% | $75,972-30.3% | $99,062-46.5% |
| Participation rate | 80.7% | 72.7%+8.0pp | 69.1%+11.7pp | 71.6%+9.1pp |
| Annual return | 16.09% | 16.48%-0.4pp | 359.55%-343.5pp | 17.66%-1.6pp |
| Employer contribution / active EE | $1,791 | $3,167-43.5% | $2,685-33.3% | $3,262-45.1% |
| Participant deferral / active EE | $3,411 | $4,842-29.6% | $4,255-19.9% | $5,331-36.0% |
| Admin fee / account holder | $12 | $87-85.8% | $6,467-99.8% | $109-88.6% |