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 | $1,590,420 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $348,539 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC (NJ) Service code 11 · EIN 22-2232264 | Actuarial | $8,520 |
Filed as: VORYS, SLATER, SEYMOUR AND PEASE Service code 29 · EIN 31-4333125 | Legal | $8,087 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,019 | $201,404-25.0% | $93,606+61.3% | $89,569+68.6% |
| Participation rate | 94.9% | 87.5%+7.4pp | 75.8%+19.0pp | 69.6%+25.3pp |
| Annual return | 36.27% | 23.05%+13.2pp | 32.76%+3.5pp | 34.56%+1.7pp |
| Employer contribution / active EE | $2,503 | $6,528-61.7% | $2,718-7.9% | $2,584-3.2% |
| Participant deferral / active EE | $4,019 | $9,208-56.4% | $4,069-1.2% | $4,220-4.8% |
| Admin fee / account holder | $43 | $89-52.1% | $7,888-99.5% | $72-40.2% |