Filed September 11, 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 |
|---|---|---|
Filed as: FIDELITY INV INST OPER COMPANY INC Service code 37 · EIN 04-2647786 | Loan Processing | $248,143 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $220,777 |
NIXON PEABODY LLP1 year Service code 16 · EIN 16-0764720 | Consulting | $94,295 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 16 · EIN 43-1451524 | Consulting | $24,741 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 60 | Sub-TA Fees | $0 |
Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $95,376 | $58,202+63.9% | $172,739-44.8% | $89,569+6.5% |
| Participation rate | 56.3% | 72.8%-16.5pp | 82.6%-26.4pp | 69.6%-13.3pp |
| Annual return | 22.81% | 61.59%-38.8pp | 802.84%-780.0pp | 34.56%-11.7pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $5,143-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $820 | $3,335-75.4% | $5,198-84.2% | $4,220-80.6% |
| Admin fee / account holder | $39 | $53-26.4% | $13,954-99.7% | $72-46.0% |