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 |
|---|---|---|
Filed as: FIDELITY INV INST OPERATIONS CO Service code 37 · EIN 04-2647786 | Loan Processing | $35,362 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,454 |
MEADEN & MOORE, LTD.4+ years Service code 10 · EIN 34-1818258 | Accounting | $11,800 |
HARTLAND & CO4+ years Service code 27 · EIN 34-1597728 | Advisory (Plan) | $11,060 |
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 | $157,724 | $64,457+144.7% | $111,392+41.6% | $55,725+183.0% |
| Participation rate | 92.9% | 79.7%+13.3pp | 78.9%+14.1pp | 70.9%+22.1pp |
| Annual return | -4.68% | -19.97%+15.3pp | -2.06%-2.6pp | 244.93%-249.6pp |
| Employer contribution / active EE | $2,989 | $3,956-24.4% | $4,328-30.9% | $2,078+43.9% |
| Participant deferral / active EE | $8,700 | $5,219+66.7% | $5,567+56.3% | $3,356+159.3% |
| Admin fee / account holder | $77 | $112-31.6% | $12,266-99.4% | $115-33.5% |