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 | $66,220 |
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,583 |
HARTLAND & CO6+ years Service code 27 · EIN 34-1597728 | Advisory (Plan) | $21,278 |
MEADEN & MOORE, LTD.6+ years Service code 10 · EIN 34-1818258 | Accounting | $11,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,984 | $94,621+117.7% | $138,135+49.1% | $73,409+180.6% |
| Participation rate | 94.0% | 83.4%+10.6pp | 78.7%+15.3pp | 72.2%+21.9pp |
| Annual return | 20.17% | 16.57%+3.6pp | 20.51%-0.3pp | 59.29%-39.1pp |
| Employer contribution / active EE | $3,072 | $4,410-30.3% | $5,587-45.0% | $2,234+37.5% |
| Participant deferral / active EE | $8,834 | $6,199+42.5% | $6,431+37.4% | $3,805+132.1% |
| Admin fee / account holder | $131 | $140-6.3% | $11,856-98.9% | $158-16.7% |