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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,292 |
HARTLAND & CO8+ years Service code 26 · EIN 34-1597728 | Advisory (Participants) | $27,907 |
Filed as: FIDELITY INV INST OPERATIONS CO Service code 37 · EIN 04-2647786 | Loan Processing | $13,121 |
MEADEN & MOORE, LTD.1 year Filed as: MEADEN & MOORE, LTD Service code 10 · EIN 34-1818258 | Accounting | $12,100 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $10,938 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,103 | $72,482+131.9% | $129,110+30.2% | $64,808+159.4% |
| Participation rate | 96.8% | 79.2%+17.5pp | 77.3%+19.5pp | 71.5%+25.3pp |
| Annual return | -19.49% | -9.08%-10.4pp | -10.94%-8.5pp | 32.82%-52.3pp |
| Employer contribution / active EE | $3,576 | $4,247-15.8% | $5,052-29.2% | $2,506+42.7% |
| Participant deferral / active EE | $10,175 | $5,679+79.2% | $6,542+55.5% | $4,310+136.1% |
| Admin fee / account holder | $92 | $144-36.5% | $14,302-99.4% | $188-51.2% |