Filed March 27, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $26,574 |
Filed as: GREENSPRING ADVISORS LLC Service code 27 · EIN 82-5320133 | Advisory (Plan) | $22,361 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,908 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,358 | $87,870+27.9% | $113,168-0.7% | $74,304+51.2% |
| Participation rate | 87.7% | 70.7%+16.9pp | 76.6%+11.1pp | 60.3%+27.3pp |
| Annual return | 17.38% | 26.44%-9.1pp | 24.27%-6.9pp | 29.43%-12.0pp |
| Employer contribution / active EE | $1,918 | $2,277-15.8% | $2,975-35.5% | $2,241-14.4% |
| Participant deferral / active EE | $7,752 | $4,241+82.8% | $5,107+51.8% | $3,767+105.8% |
| Admin fee / account holder | $370 | $3,368-89.0% | $12,068-96.9% | $2,969-87.5% |