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 | $1,708,228 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $388,327 |
Filed as: QDRO CONSULTANTS Service code 14 · EIN 34-1820650 | Plan Administrator | $9,800 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC (NJ) Service code 11 · EIN 22-2232264 | Actuarial | $9,450 |
Filed as: CONSOLIDATED SOLUTIONS Service code 36 · EIN 34-1432362 | Copying and duplicating | $7,028 |
Filed as: VORYS, SLATER, SEYMOUR AND PEASE Service code 29 · EIN 31-4333125 | Legal | $5,254 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,810 | $430,560-60.6% | $98,907+71.7% | $106,222+59.9% |
| Participation rate | 94.7% | 86.2%+8.5pp | 76.0%+18.6pp | 70.8%+23.9pp |
| Annual return | 19.93% | 17.89%+2.0pp | 196.43%-176.5pp | 21.69%-1.8pp |
| Employer contribution / active EE | $2,674 | $6,804-60.7% | $2,689-0.6% | $2,723-1.8% |
| Participant deferral / active EE | $4,378 | $9,623-54.5% | $4,244+3.1% | $4,600-4.8% |
| Admin fee / account holder | $43 | $220-80.4% | $6,642-99.3% | $78-44.8% |