Filed March 1, 2011 (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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $454,456 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $445,494 |
AON CONSULTING8 years Filed as: AON H EWITT Service code 16 · EIN 36-3109431 | Consulting | $89,127 |
MELTON & MELTON LLP11+ years Filed as: MELTON & MELTON Service code 10 · EIN 74-1550819 | Accounting | $25,021 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,711 | $147,538-39.2% | $150,045-40.2% | $117,739-23.8% |
| Participation rate | 91.4% | 72.5%+18.9pp | 82.3%+9.0pp | 76.6%+14.7pp |
| Annual return | 16.70% | 16.95%-0.2pp | 62.55%-45.8pp | 17.29%-0.6pp |
| Employer contribution / active EE | $2,127 | $4,350-51.1% | $4,693-54.7% | $3,746-43.2% |
| Participant deferral / active EE | $6,933 | $8,925-22.3% | $7,997-13.3% | $6,128+13.1% |
| Admin fee / account holder | $98 | $125-22.1% | $13,435-99.3% | $112-12.7% |