Filed March 12, 2010 (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 INVESTMENTS INST OPER CO Service code 37 · EIN 04-2647786 | Loan Processing | $608,132 |
STRATEGIC ADVISORS, INC.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $585,578 |
Filed as: ONE DIGITAL Service code 27 · EIN 82-1434504 | Advisory (Plan) | $195,000 |
BUCK GLOBAL, LLC7 years Service code 16 · EIN 83-1116912 | Consulting | $107,122 |
MORGAN LEWIS1 year Service code 29 · EIN 23-0891050 | Legal | $76,264 |
FREED MAXICK CPAS PC2 years Filed as: FREED MAXICK P.C. Service code 10 · EIN 45-4051133 | Accounting | $41,257 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 | Sub-TA Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,514 | $237,678-43.8% | $113,168+18.0% | $140,769-5.2% |
| Participation rate | 92.3% | 92.1%+0.2pp | 76.6%+15.7pp | 74.2%+18.1pp |
| Annual return | 17.34% | 20.63%-3.3pp | 24.27%-6.9pp | 16.82%+0.5pp |
| Employer contribution / active EE | $4,671 | $6,583-29.0% | $2,975+57.0% | $3,906+19.6% |
| Participant deferral / active EE | $8,233 | $11,080-25.7% | $5,107+61.2% | $6,717+22.6% |
| Admin fee / account holder | $116 | $66+75.5% | $12,068-99.0% | $229-49.6% |