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 | $51,727 |
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,661 |
HARTLAND & CO7+ years Service code 26 · EIN 34-1597728 | Advisory (Participants) | $27,199 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,790 | $92,303+137.0% | $152,466+43.5% | $86,799+152.1% |
| Participation rate | 95.7% | 81.1%+14.7pp | 78.2%+17.5pp | 72.3%+23.4pp |
| Annual return | 15.28% | 531.69%-516.4pp | 757.33%-742.0pp | 97.91%-82.6pp |
| Employer contribution / active EE | $3,112 | $3,748-17.0% | $4,327-28.1% | $2,405+29.4% |
| Participant deferral / active EE | $8,762 | $5,599+56.5% | $5,820+50.5% | $4,131+112.1% |
| Admin fee / account holder | $105 | $150-29.8% | $15,805-99.3% | $170-37.9% |