Filed April 30, 2013
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 |
|---|---|---|
FID INV INST OPS CO7 years Service code 37 · EIN 04-2647786 | Loan Processing | $198,982 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,495 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,444 | $53,136-18.2% | $155,509-72.1% | $199,593-78.2% |
| Participation rate | 96.0% | 64.1%+31.9pp | 78.2%+17.8pp | 72.0%+24.0pp |
| Annual return | 34.10% | 41.15%-7.0pp | 64.67%-30.6pp | 34.25%-0.1pp |
| Employer contribution / active EE | $1,767 | $1,851-4.5% | $4,672-62.2% | $3,034-41.8% |
| Participant deferral / active EE | $4,550 | $3,161+44.0% | $5,626-19.1% | $5,087-10.5% |
| Admin fee / account holder | $72 | $185-61.0% | $15,912-99.5% | $269-73.1% |