Filed December 9, 2010
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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $85,660 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $76,194 |
SCHNEIDER DOWNS & CO., INC.8 years Filed as: SCHNEIDER DOWNS Service code 10 · EIN 25-1408703 | Accounting | $24,500 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,055 | $96,486+66.9% | $153,485+4.9% | $77,643+107.4% |
| Participation rate | 95.8% | 81.6%+14.1pp | 77.1%+18.7pp | 70.6%+25.2pp |
| Annual return | 15.76% | 14.44%+1.3pp | 15.65%+0.1pp | 31.24%-15.5pp |
| Employer contribution / active EE | $7,035 | $5,224+34.7% | $5,039+39.6% | $2,726+158.1% |
| Participant deferral / active EE | $9,066 | $6,609+37.2% | $6,757+34.2% | $4,647+95.1% |
| Admin fee / account holder | $152 | $182-16.9% | $12,724-98.8% | $430-64.8% |