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 | $1,747,960 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $868,107 |
Filed as: QDRO CONSULTANTS Service code 14 · EIN 34-1820650 | Plan Administrator | $15,400 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,033 | $185,545-25.6% | $90,749+52.1% | $89,394+54.4% |
| Participation rate | 94.4% | 85.0%+9.4pp | 75.7%+18.7pp | 71.3%+23.1pp |
| Annual return | -25.20% | -13.56%-11.6pp | -12.16%-13.0pp | -11.89%-13.3pp |
| Employer contribution / active EE | $2,909 | $7,210-59.7% | $2,921-0.4% | $3,022-3.7% |
| Participant deferral / active EE | $5,010 | $9,550-47.5% | $4,564+9.8% | $5,123-2.2% |
| Admin fee / account holder | $46 | $100-54.3% | $8,445-99.5% | $79-42.3% |