Filed January 24, 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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $83,465 |
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $40,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,250 |
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 | $23,631 | $53,136-55.5% | $155,509-84.8% | $199,593-88.2% |
| Participation rate | 93.8% | 64.1%+29.7pp | 78.2%+15.6pp | 72.0%+21.8pp |
| Annual return | 18.78% | 41.15%-22.4pp | 64.67%-45.9pp | 34.25%-15.5pp |
| Employer contribution / active EE | $741 | $1,851-60.0% | $4,672-84.1% | $3,034-75.6% |
| Participant deferral / active EE | $3,241 | $3,161+2.5% | $5,626-42.4% | $5,087-36.3% |
| Admin fee / account holder | $76 | $185-59.1% | $15,912-99.5% | $269-71.8% |