Filed October 7, 2010 (most recent of 6 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 Filed as: FIDELITY INVESTMENTS INSTL OPS Service code 37 · EIN 04-2647786 | Loan Processing | $1,083,708 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $761,897 |
LINCOLN NATIONAL CORPORATION9 years Service code 13 · EIN 35-1140070 | Contract Administrator | $6,330 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 13 · EIN 27-4411131 | Contract Administrator | $910 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 13 · EIN 71-0294708 | Contract Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,595 | $73,283+23.6% | $155,567-41.8% | $106,408-14.9% |
| Participation rate | 92.7% | 73.3%+19.4pp | 78.2%+14.5pp | 69.9%+22.8pp |
| Annual return | 14.73% | 15.76%-1.0pp | 64.74%-50.0pp | 17.37%-2.6pp |
| Employer contribution / active EE | $1,997 | $2,241-10.9% | $4,674-57.3% | $3,361-40.6% |
| Participant deferral / active EE | $8,001 | $4,567+75.2% | $5,628+42.2% | $5,567+43.7% |
| Admin fee / account holder | $45 | $56-19.9% | $15,916-99.7% | $79-43.4% |