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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,261 |
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $23,732 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $8,777 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,752 | $37,213+22.9% | $156,549-70.8% | $63,975-28.5% |
| Participation rate | 80.5% | 65.0%+15.5pp | 84.0%-3.5pp | 71.1%+9.3pp |
| Annual return | 8.45% | 47.89%-39.4pp | 32.23%-23.8pp | 48.65%-40.2pp |
| Employer contribution / active EE | $1,287 | $1,357-5.1% | $5,501-76.6% | $2,182-41.0% |
| Participant deferral / active EE | $3,038 | $2,070+46.8% | $4,871-37.6% | $3,356-9.5% |
| Admin fee / account holder | $30 | $56-46.3% | $13,027-99.8% | $70-57.0% |