Filed December 21, 2011
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 |
|---|---|---|
SAIPH CAPITAL LLC1 year Service code 27 · EIN 86-2052065 | Advisory (Plan) | $46,676 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,122 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$22,721 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,835 | $104,919+29.5% | $116,228+16.9% | $85,563+58.8% |
| Participation rate | 95.4% | 78.6%+16.8pp | 74.6%+20.9pp | 66.0%+29.5pp |
| Annual return | 20.81% | 15.38%+5.4pp | 90.06%-69.3pp | 31.51%-10.7pp |
| Employer contribution / active EE | $3,184 | $3,485-8.7% | $2,994+6.3% | $2,654+20.0% |
| Participant deferral / active EE | $9,815 | $5,306+85.0% | $4,953+98.1% | $4,375+124.3% |
| Admin fee / account holder | $115 | $429-73.1% | $11,989-99.0% | $834-86.2% |