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 | $44,025 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,246 |
HARTLAND & CO5+ years Service code 27 · EIN 34-1597728 | Advisory (Plan) | $22,084 |
MEADEN & MOORE, LTD.5+ years Service code 10 · EIN 34-1818258 | Accounting | $11,100 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $180,148 | $72,658+147.9% | $127,761+41.0% | $67,579+166.6% |
| Participation rate | 93.8% | 80.0%+13.8pp | 79.0%+14.8pp | 71.3%+22.5pp |
| Annual return | 9.60% | 26.49%-16.9pp | 26.14%-16.5pp | 378.56%-369.0pp |
| Employer contribution / active EE | $3,313 | $3,988-16.9% | $4,574-27.6% | $2,148+54.3% |
| Participant deferral / active EE | $9,648 | $5,383+79.2% | $6,021+60.2% | $3,539+172.6% |
| Admin fee / account holder | $109 | $127-14.5% | $9,395-98.8% | $142-23.7% |