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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $903,885 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $517,207 |
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 | $152,685 | $106,382+43.5% | $177,989-14.2% | $106,382+43.5% |
| Participation rate | 95.3% | 69.9%+25.4pp | 77.1%+18.2pp | 69.9%+25.4pp |
| Annual return | 13.66% | 17.37%-3.7pp | 294.48%-280.8pp | 17.37%-3.7pp |
| Employer contribution / active EE | $5,170 | $3,364+53.7% | $3,949+30.9% | $3,364+53.7% |
| Participant deferral / active EE | $9,673 | $5,569+73.7% | $6,276+54.1% | $5,569+73.7% |
| Admin fee / account holder | $86 | $79+8.4% | $10,363-99.2% | $79+8.4% |