Filed December 27, 2011
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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,895 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INVESTMENTS Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$9,546 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,182 | $96,018-22.7% | $65,493+13.3% | $85,563-13.3% |
| Participation rate | 96.2% | 74.8%+21.4pp | 73.1%+23.1pp | 66.0%+30.2pp |
| Annual return | 17.66% | 14.51%+3.1pp | 982.45%-964.8pp | 31.51%-13.9pp |
| Employer contribution / active EE | $1,142 | $3,235-64.7% | $2,574-55.6% | $2,654-56.9% |
| Participant deferral / active EE | $5,312 | $4,055+31.0% | $3,961+34.1% | $4,375+21.4% |
| Admin fee / account holder | $10 | $271-96.4% | $5,028-99.8% | $834-98.8% |