Filed September 20, 2011
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 |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $48,069 |
FORVIS MAZARS, LLP1+ years Filed as: WEISERMAZARS LLP Service code 10 · EIN 13-1459550 | Accounting | $24,719 |
THE HAVERFORD TRUST COMPANY1+ years Service code 16 · EIN 23-2329854 | Consulting | $23,916 |
THE SAVITZ ORGANIZATION1+ years Service code 49 · EIN 23-1700844 | Other Services | $19,210 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,684 |
CONSERVEST CAPITAL1+ years Service code 16 · EIN 23-2728127 | Consulting | $5,369 |
Filed as: FIDELITY INVESTMENT Service code 37 · EIN 04-2647786 | Loan Processing | -$132,513 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $310,162 | $88,324+251.2% | $115,037+169.6% | $55,191+462.0% |
| Participation rate | 91.4% | 72.5%+18.9pp | 81.4%+10.0pp | 69.2%+22.2pp |
| Annual return | 2.51% | 6.30%-3.8pp | 26.14%-23.6pp | 10.78%-8.3pp |
| Employer contribution / active EE | $19,021 | $2,805+578.1% | $4,608+312.8% | $1,899+901.8% |
| Participant deferral / active EE | $2,527 | $5,042-49.9% | $6,026-58.1% | $3,046-17.1% |
| Admin fee / account holder | -$12 | $105-111.6% | $8,175-100.1% | $91-113.5% |