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 |
|---|---|---|
FORVIS MAZARS, LLP8+ years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $30,724 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,353 |
Service code 16 · EIN 23-2329854 | Consulting | $15,462 |
Filed as: FIDELITY INV.INST. OPER. CO, LLC Service code 37 · EIN 04-2647786 | Loan Processing | -$34,943 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,738 | $95,274+118.0% | $135,903+52.9% | $74,419+179.1% |
| Participation rate | 80.1% | 78.2%+1.9pp | 81.9%-1.8pp | 70.7%+9.4pp |
| Annual return | 85.96% | 32.77%+53.2pp | 68.23%+17.7pp | 34.38%+51.6pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $4,856-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $16,667 | $7,782+114.2% | $7,758+114.8% | $4,528+268.1% |
| Admin fee / account holder | $74 | $266-72.1% | $10,762-99.3% | $348-78.6% |