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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $145,919 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,411 |
Filed as: FIDELITY INVESTMENTS INSTL OPS Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,151 | $83,057-85.4% | $143,757-91.5% | $89,394-86.4% |
| Participation rate | 43.6% | 74.0%-30.5pp | 80.3%-36.7pp | 71.3%-27.7pp |
| Annual return | -16.42% | -13.97%-2.4pp | -0.04%-16.4pp | -11.89%-4.5pp |
| Employer contribution / active EE | $1,293 | $2,095-38.3% | $4,951-73.9% | $3,022-57.2% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $5,637-100.0% | $5,123-100.0% |
| Admin fee / account holder | $21 | $83-74.2% | $14,673-99.9% | $79-73.1% |