Filed June 8, 2009 (most recent of 2 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 Service code 37 · EIN 04-2647786 | Loan Processing | $129,837 |
COOK STREET CONSULTING5 years Filed as: COOK STREET CONSULTING INC. Service code 27 · EIN 84-0854432 | Advisory (Plan) | $10,944 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,056 | $58,644+43.3% | $177,989-52.8% | $199,593-57.9% |
| Participation rate | 67.8% | 65.5%+2.3pp | 77.1%-9.3pp | 72.0%-4.2pp |
| Annual return | 17.79% | 19.25%-1.5pp | 294.48%-276.7pp | 34.25%-16.5pp |
| Employer contribution / active EE | $1,673 | $1,801-7.1% | $3,949-57.6% | $3,034-44.9% |
| Participant deferral / active EE | $5,197 | $4,248+22.3% | $6,276-17.2% | $5,087+2.2% |
| Admin fee / account holder | $104 | $145-28.6% | $10,363-99.0% | $269-61.4% |