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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $106,209 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,082 |
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 | $49,755 | $44,989+10.6% | $170,442-70.8% | $77,958-36.2% |
| Participation rate | 81.9% | 64.6%+17.3pp | 83.6%-1.7pp | 71.6%+10.3pp |
| Annual return | 19.52% | 19.61%-0.1pp | 205.93%-186.4pp | 20.87%-1.3pp |
| Employer contribution / active EE | $882 | $1,466-39.8% | $5,433-83.8% | $2,310-61.8% |
| Participant deferral / active EE | $3,148 | $2,208+42.6% | $4,939-36.3% | $3,537-11.0% |
| Admin fee / account holder | $63 | $69-8.7% | $13,880-99.5% | $97-35.4% |