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 INV INST OPS CO, INC Service code 37 · EIN 04-2647786 | Loan Processing | $1,599,455 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $223,512 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,783 | $173,253-30.9% | $80,019+49.7% | $73,367+63.3% |
| Participation rate | 95.1% | 88.8%+6.2pp | 75.8%+19.3pp | 69.5%+25.6pp |
| Annual return | 10.06% | -2.12%+12.2pp | 11.22%-1.2pp | 173.45%-163.4pp |
| Employer contribution / active EE | $2,610 | $6,338-58.8% | $2,468+5.8% | $2,499+4.4% |
| Participant deferral / active EE | $3,686 | $8,893-58.6% | $3,6860% | $4,033-8.6% |
| Admin fee / account holder | $41 | $90-54.4% | $6,521-99.4% | $68-40.1% |