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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $74,793 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,218 |
SCHNEIDER DOWNS & CO., INC.7 years Service code 10 · EIN 25-1408703 | Accounting | $22,100 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $91,547 | $96,486-5.1% | $153,485-40.4% | $77,643+17.9% |
| Participation rate | 96.1% | 81.6%+14.5pp | 77.1%+19.0pp | 70.6%+25.6pp |
| Annual return | 12.21% | 14.44%-2.2pp | 15.65%-3.4pp | 31.24%-19.0pp |
| Employer contribution / active EE | $3,717 | $5,224-28.8% | $5,039-26.2% | $2,726+36.4% |
| Participant deferral / active EE | $5,917 | $6,609-10.5% | $6,757-12.4% | $4,647+27.3% |
| Admin fee / account holder | $157 | $182-13.8% | $12,724-98.8% | $430-63.5% |