Filed September 26, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $86,436 |
ALPHA INVESTMENT CONSULTING GROUP10+ years Service code 16 · EIN 39-1859759 | Consulting | $33,750 |
DUFEK & COMPANY LLC1 year Filed as: DUFEK & COMPANY, LLC Service code 10 · EIN 27-1515696 | Accounting | $13,000 |
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 | $128,311 | $110,299+16.3% | $102,423+25.3% | $199,593-35.7% |
| Participation rate | 95.1% | 86.3%+8.8pp | 76.5%+18.6pp | 72.0%+23.1pp |
| Annual return | 13.75% | 35.73%-22.0pp | 29.32%-15.6pp | 34.25%-20.5pp |
| Employer contribution / active EE | $2,949 | $3,603-18.2% | $3,023-2.5% | $3,034-2.8% |
| Participant deferral / active EE | $7,342 | $6,376+15.2% | $5,053+45.3% | $5,087+44.3% |
| Admin fee / account holder | $91 | $122-25.2% | $9,451-99.0% | $269-66.0% |