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.7 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,518 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $19,031 |
MEADEN & MOORE, LTD.2 years Filed as: MEADEN & MOORE, LTD Service code 10 · EIN 34-1818258 | Accounting | $14,100 |
Filed as: FIDELITY INV INST OPERATIONS CO Service code 37 · EIN 04-2647786 | Loan Processing | $11,547 |
Employer contribution per participant 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 | $154,208 | $126,111+22.3% | $142,449+8.3% | $80,160+92.4% |
| Participation rate | 89.3% | 87.5%+1.8pp | 76.8%+12.5pp | 72.9%+16.4pp |
| Annual return | 42.52% | 23.39%+19.1pp | 19.99%+22.5pp | 40.38%+2.1pp |
| Employer contribution / active EE | $2,412 | $6,430-62.5% | $4,847-50.2% | $2,978-19.0% |
| Participant deferral / active EE | $7,962 | $7,822+1.8% | $6,283+26.7% | $5,017+58.7% |
| Admin fee / account holder | $52 | $92-43.5% | $10,011-99.5% | $145-64.0% |