Filed April 26, 2012
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 |
|---|---|---|
HARTLAND & CO3+ years Service code 27 · EIN 34-1597728 | Advisory (Plan) | $21,499 |
MEADEN & MOORE, LTD.3+ years Service code 10 · EIN 34-1818258 | Accounting | $11,800 |
Service code 29 · EIN 36-4291971 | Legal | $10,029 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,659 |
Filed as: FIDELITY INV INST OPERATIONS CO Service code 37 · EIN 04-2647786 | Loan Processing | $5,995 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,715 | $72,448+141.2% | $118,746+47.1% | $69,631+150.9% |
| Participation rate | 89.3% | 79.7%+9.6pp | 78.3%+11.0pp | 70.7%+18.6pp |
| Annual return | 19.79% | 19.06%+0.7pp | 24.54%-4.8pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $2,689 | $3,771-28.7% | $4,193-35.9% | $2,032+32.3% |
| Participant deferral / active EE | $7,924 | $4,943+60.3% | $5,332+48.6% | $3,224+145.8% |
| Admin fee / account holder | $53 | $99-46.0% | $10,720-99.5% | $110-51.7% |