Filed October 17, 2011 (most recent of 2 filings on file)
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $187,278 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $137,833 |
HARTLAND & CO9 years Filed as: HARTLAND Service code 27 · EIN 34-1597728 | Advisory (Plan) | $36,940 |
MEADEN & MOORE, LTD.6 years Filed as: MEADEN & MOORE Service code 10 · EIN 34-1818258 | Accounting | $23,500 |
THOMPSON HINE11+ years Service code 29 · EIN 34-0575300 | Legal | $10,683 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,644 | $128,899+23.1% | $113,168+40.2% | $102,872+54.2% |
| Participation rate | 98.6% | 87.0%+11.5pp | 76.6%+22.0pp | 73.0%+25.5pp |
| Annual return | 16.31% | 15.88%+0.4pp | 24.27%-8.0pp | 19.06%-2.8pp |
| Employer contribution / active EE | $3,316 | $3,713-10.7% | $2,975+11.4% | $3,526-6.0% |
| Participant deferral / active EE | $8,281 | $6,787+22.0% | $5,107+62.2% | $5,535+49.6% |
| Admin fee / account holder | $125 | $129-3.2% | $12,068-99.0% | $292-57.2% |