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 | $1,326,072 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $960,918 |
Filed as: QDRO CONSULTANTS Service code 14 · EIN 34-1820650 | Plan Administrator | $20,950 |
Employer contribution per participant 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 | $165,552 | $225,491-26.6% | $98,439+68.2% | $96,393+71.7% |
| Participation rate | 95.3% | 87.3%+7.9pp | 75.2%+20.1pp | 71.3%+24.0pp |
| Annual return | 25.83% | 19.53%+6.3pp | 21.16%+4.7pp | 22.88%+3.0pp |
| Employer contribution / active EE | $3,159 | $8,386-62.3% | $3,048+3.6% | $3,238-2.5% |
| Participant deferral / active EE | $5,429 | $10,872-50.1% | $4,738+14.6% | $5,455-0.5% |
| Admin fee / account holder | $48 | $87-44.8% | $8,948-99.5% | $74-35.0% |