Filed June 8, 2009 (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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INSITIUTIONAL Service code 37 · EIN 04-2647786 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Loan Processing | $479,469 |
THOMPSON HINE1+ years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $5,865 |
CAUSEY DEMGEN & MOORE PC1+ years Filed as: CAUSEY DEMGEN & MOORE P.C. Service code 10 · EIN 84-1158900 | Accounting | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,985 | $158,120-48.8% | $68,509+18.2% | $69,651+16.3% |
| Participation rate | 95.0% | 88.0%+7.0pp | 74.7%+20.3pp | 66.6%+28.5pp |
| Annual return | -0.29% | 3.41%-3.7pp | 8.27%-8.6pp | 53.77%-54.1pp |
| Employer contribution / active EE | $2,179 | $5,427-59.9% | $2,278-4.4% | $2,241-2.8% |
| Participant deferral / active EE | $3,372 | $7,897-57.3% | $3,382-0.3% | $3,635-7.2% |
| Admin fee / account holder | $12 | $74-83.6% | $5,275-99.8% | $63-80.9% |