Filed November 24, 2009 (most recent of 4 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 15 · EIN 04-2647786 | Recordkeeping | $1,891,410 |
PROMANAGE LLC11+ years Filed as: PROMANAGE Service code 26 · EIN 76-0767808 | Advisory (Participants) | $926,063 |
DRINKER BIDDLE & REATH LLP2 years Filed as: FAGRE DRINKER BIDDLE & REATH LLP Service code 29 · EIN 41-0244008 | Legal | $104,594 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $41,511 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,792 | $149,910-22.8% | $150,298-23.0% | $142,480-18.7% |
| Participation rate | 92.9% | 75.1%+17.8pp | 77.8%+15.1pp | 76.2%+16.7pp |
| Annual return | 16.32% | 18.84%-2.5pp | 62.79%-46.5pp | 16.32%0pp |
| Employer contribution / active EE | $3,362 | $2,086+61.2% | $4,154-19.1% | $3,867-13.1% |
| Participant deferral / active EE | $7,726 | $5,417+42.6% | $5,453+41.7% | $6,807+13.5% |
| Admin fee / account holder | $83 | $91-8.6% | $14,116-99.4% | $307-72.8% |