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 4-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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $169 |
Filed as: FIDELITY INV INST OPER COMPANY INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $153 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 60 | Sub-TA Fees | $0 |
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 | $136,995 | $37,039+269.9% | $147,614-7.2% | $59,188+131.5% |
| Participation rate | 80.8% | 63.8%+17.0pp | 84.6%-3.8pp | 69.4%+11.4pp |
| Annual return | 4.54% | 7.19%-2.6pp | 61.98%-57.4pp | 5.51%-1.0pp |
| Employer contribution / active EE | $3,904 | $1,353+188.6% | $5,564-29.8% | $2,098+86.1% |
| Participant deferral / active EE | $2,693 | $2,094+28.6% | $4,895-45.0% | $3,265-17.5% |
| Admin fee / account holder | $1 | $60-97.9% | $11,611-100.0% | $92-98.6% |