Filed October 7, 2010
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 37 · EIN 04-2647786 | Loan Processing | $209,755 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $79,601 |
Filed as: FIDELITY INVESTMENTS INSTL OPS Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,403 | $53,136+47.6% | $155,509-49.6% | $199,593-60.7% |
| Participation rate | 94.5% | 64.1%+30.4pp | 78.2%+16.3pp | 72.0%+22.5pp |
| Annual return | 33.49% | 41.15%-7.7pp | 64.67%-31.2pp | 34.25%-0.8pp |
| Employer contribution / active EE | $2,380 | $1,851+28.6% | $4,672-49.1% | $3,034-21.6% |
| Participant deferral / active EE | $8,401 | $3,161+165.8% | $5,626+49.3% | $5,087+65.1% |
| Admin fee / account holder | $52 | $185-72.0% | $15,912-99.7% | $269-80.7% |