Filed July 1, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 14 · EIN 04-2647786 | Plan Administrator | $123,009 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $102,884 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,893 | $148,970-13.5% | $136,007-5.2% | $199,593-35.4% |
| Participation rate | 93.1% | 79.4%+13.7pp | 76.5%+16.6pp | 72.0%+21.1pp |
| Annual return | 10.83% | 27.07%-16.2pp | 579.32%-568.5pp | 34.25%-23.4pp |
| Employer contribution / active EE | $3,577 | $3,561+0.5% | $4,217-15.2% | $3,034+17.9% |
| Participant deferral / active EE | $5,393 | $6,140-12.2% | $7,025-23.2% | $5,087+6.0% |
| Admin fee / account holder | $53 | $144-62.9% | $6,858-99.2% | $269-80.1% |