Filed October 29, 2012
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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $907,684 |
REED SMITH LLP2+ years Service code 29 · EIN 25-0749630 | Legal | $144,000 |
MERCER2+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 16 · EIN 13-2834414 | Consulting | $61,815 |
CROWE LLP2+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $30,000 |
Service code 60 | Sub-TA Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,030 | $126,925-70.0% | $74,183-48.7% | $329,111-88.4% |
| Participation rate | 90.2% | 87.5%+2.7pp | 76.6%+13.6pp | 67.9%+22.3pp |
| Annual return | 8.03% | 10.67%-2.6pp | 17.74%-9.7pp | 16.35%-8.3pp |
| Employer contribution / active EE | $1,866 | $3,536-47.2% | $2,370-21.3% | $2,303-19.0% |
| Participant deferral / active EE | $2,935 | $6,619-55.7% | $3,550-17.3% | $3,682-20.3% |
| Admin fee / account holder | $72 | $64+13.0% | $5,586-98.7% | $754-90.5% |