Filed December 2, 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 |
|---|---|---|
Filed as: FIDELITY INVES INST OPERS CO, INC Service code 15 · EIN 04-2647786 | Recordkeeping | $288,473 |
SB & COMPANY, LLC2 years Service code 10 · EIN 20-2153727 | Accounting | $18,490 |
FINANCIAL ENGINES7 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $11,748 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,887 | $99,062-60.7% | $100,391-61.3% | $99,062-60.7% |
| Participation rate | 85.8% | 71.6%+14.1pp | 81.5%+4.3pp | 71.6%+14.1pp |
| Annual return | 15.25% | 17.66%-2.4pp | 49.20%-34.0pp | 17.66%-2.4pp |
| Employer contribution / active EE | $1,608 | $3,262-50.7% | $3,942-59.2% | $3,262-50.7% |
| Participant deferral / active EE | $3,081 | $5,331-42.2% | $8,082-61.9% | $5,331-42.2% |
| Admin fee / account holder | $31 | $109-71.7% | $7,899-99.6% | $109-71.7% |