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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $175,427 |
STRATEGIC ADVISORS, INC.3+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,207 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $16,571 | $48,835-66.1% | $170,442-90.3% | $177,276-90.7% |
| Participation rate | 52.2% | 72.1%-19.9pp | 83.6%-31.4pp | 74.8%-22.7pp |
| Annual return | 17.32% | 19.44%-2.1pp | 205.93%-188.6pp | 21.25%-3.9pp |
| Employer contribution / active EE | $29 | $1,798-98.4% | $5,433-99.5% | $2,479-98.8% |
| Participant deferral / active EE | $0 | $2,757-100.0% | $4,939-100.0% | $3,881-100.0% |
| Admin fee / account holder | $49 | $52-6.1% | $13,880-99.6% | $154-68.3% |