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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $475,646 |
Filed as: FIDELITY INVESTMENTS INSTL OPS Service code 37 · EIN 04-2647786 | Loan Processing | $370,368 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,406 | $46,516-21.7% | $147,614-75.3% | $69,651-47.7% |
| Participation rate | 76.6% | 65.8%+10.7pp | 84.6%-8.1pp | 66.6%+10.0pp |
| Annual return | 3.21% | 9.48%-6.3pp | 61.98%-58.8pp | 53.77%-50.6pp |
| Employer contribution / active EE | $1,012 | $1,393-27.3% | $5,564-81.8% | $2,241-54.8% |
| Participant deferral / active EE | $3,606 | $2,719+32.6% | $4,895-26.3% | $3,635-0.8% |
| Admin fee / account holder | $22 | $45-50.1% | $11,611-99.8% | $63-64.7% |