Filed April 4, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,922 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $17,074 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,053 | $110,299-49.2% | $102,423-45.3% | $199,593-71.9% |
| Participation rate | 87.9% | 86.3%+1.6pp | 76.5%+11.4pp | 72.0%+15.9pp |
| Annual return | 14.83% | 35.73%-20.9pp | 29.32%-14.5pp | 34.25%-19.4pp |
| Employer contribution / active EE | $200 | $3,603-94.4% | $3,023-93.4% | $3,034-93.4% |
| Participant deferral / active EE | $3,949 | $6,376-38.1% | $5,053-21.8% | $5,087-22.4% |
| Admin fee / account holder | $29 | $122-76.7% | $9,451-99.7% | $269-89.4% |