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.8 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,850 |
MEADEN & MOORE, LTD.3 years Filed as: MEADEN & MOORE, LTD Service code 10 · EIN 34-1818258 | Accounting | $12,260 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INST OPERATIONS CO Service code 37 · EIN 04-2647786 | Loan Processing | $7,281 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $5,266 |
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 | $214,491 | $96,486+122.3% | $153,485+39.7% | $77,643+176.3% |
| Participation rate | 94.8% | 81.6%+13.2pp | 77.1%+17.8pp | 70.6%+24.3pp |
| Annual return | -1.34% | 14.44%-15.8pp | 15.65%-17.0pp | 31.24%-32.6pp |
| Employer contribution / active EE | $3,872 | $5,224-25.9% | $5,039-23.2% | $2,726+42.0% |
| Participant deferral / active EE | $10,965 | $6,609+65.9% | $6,757+62.3% | $4,647+135.9% |
| Admin fee / account holder | $68 | $182-62.8% | $12,724-99.5% | $430-84.2% |