Filed January 1, 2012
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.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $435,923 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $294,991 |
DELOITTE & TOUCHE LLP10+ years Service code 10 · EIN 13-3891517 | Accounting | $54,000 |
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 | $238,218 | $182,927+30.2% | $200,582+18.8% | $117,739+102.3% |
| Participation rate | 97.7% | 92.5%+5.3pp | 86.9%+10.8pp | 76.6%+21.1pp |
| Annual return | 16.49% | 15.76%+0.7pp | 42.33%-25.8pp | 17.29%-0.8pp |
| Employer contribution / active EE | $5,585 | $5,985-6.7% | $6,419-13.0% | $3,746+49.1% |
| Participant deferral / active EE | $10,418 | $9,711+7.3% | $9,331+11.6% | $6,128+70.0% |
| Admin fee / account holder | $119 | $95+25.4% | $16,305-99.3% | $112+6.5% |