Filed December 2, 2011 (most recent of 3 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $959,323 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $511,295 |
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 | $172,164 | $140,769+22.3% | $167,512+2.8% | $140,769+22.3% |
| Participation rate | 95.2% | 74.2%+21.1pp | 77.1%+18.2pp | 74.2%+21.1pp |
| Annual return | 16.43% | 16.82%-0.4pp | 1615.79%-1599.4pp | 16.82%-0.4pp |
| Employer contribution / active EE | $5,269 | $3,906+34.9% | $3,882+35.7% | $3,906+34.9% |
| Participant deferral / active EE | $9,996 | $6,717+48.8% | $6,405+56.1% | $6,717+48.8% |
| Admin fee / account holder | $89 | $229-61.4% | $9,769-99.1% | $229-61.4% |