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 9-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 | $1,550,655 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $692,265 |
Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $85,617 |
FIDUCIENT ADVISORS LLC2 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $77,003 |
SOUNDHILL GRAPHICS3 years Service code 16 · EIN 83-2657094 | Consulting | $23,093 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,966 | $73,283+10.5% | $155,567-48.0% | $106,408-23.9% |
| Participation rate | 97.7% | 73.3%+24.4pp | 78.2%+19.5pp | 69.9%+27.8pp |
| Annual return | 15.35% | 15.76%-0.4pp | 64.74%-49.4pp | 17.37%-2.0pp |
| Employer contribution / active EE | $5,206 | $2,241+132.4% | $4,674+11.4% | $3,361+54.9% |
| Participant deferral / active EE | $7,061 | $4,567+54.6% | $5,628+25.5% | $5,567+26.8% |
| Admin fee / account holder | $68 | $56+22.0% | $15,916-99.6% | $79-13.9% |