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 CO3 years Service code 37 · EIN 04-2647786 | Loan Processing | $244,299 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,580 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,235 | $56,095-49.7% | $178,490-84.2% | $90,288-68.7% |
| Participation rate | 96.1% | 65.6%+30.6pp | 81.9%+14.2pp | 73.4%+22.8pp |
| Annual return | 12.66% | 28.81%-16.2pp | 151.07%-138.4pp | 53.97%-41.3pp |
| Employer contribution / active EE | $1,538 | $1,572-2.2% | $5,011-69.3% | $2,524-39.1% |
| Participant deferral / active EE | $3,481 | $2,669+30.4% | $5,202-33.1% | $4,232-17.7% |
| Admin fee / account holder | $92 | $101-8.8% | $13,984-99.3% | $114-19.5% |