Filed July 26, 2013 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS INST OP CO Service code 16 · EIN 04-2647786 | Consulting | $491,542 |
NEPC, LLC3 years Filed as: NEPC LLC Service code 16 · EIN 26-1429809 | Consulting | $146,031 |
EATON CORPORATION10+ years Service code 15 · EIN 34-0196300 | Recordkeeping | $72,336 |
MEADEN & MOORE, LTD.5 years Service code 10 · EIN 34-1818258 | Accounting | $21,700 |
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 | $228,151 | $178,759+27.6% | $102,423+122.8% | $106,382+114.5% |
| Participation rate | 97.1% | 91.3%+5.8pp | 76.5%+20.6pp | 69.9%+27.2pp |
| Annual return | 21.72% | 17.23%+4.5pp | 29.32%-7.6pp | 17.37%+4.3pp |
| Employer contribution / active EE | $6,743 | $5,750+17.3% | $3,023+123.0% | $3,364+100.5% |
| Participant deferral / active EE | $8,643 | $9,466-8.7% | $5,053+71.0% | $5,569+55.2% |
| Admin fee / account holder | $20 | $62-68.0% | $9,451-99.8% | $79-74.9% |