Filed August 2, 2012
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 INSTL OPS CO Service code 15 · EIN 04-2647786 | Recordkeeping | $334,901 |
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $143,258 |
NFP RETIREMENT INC7 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $85,000 |
A.C. EVANS LLC7 years Service code 10 · EIN 26-3421158 | Accounting | $64,850 |
TROUTMAN SANDERS LLP4 years Filed as: TROUTMAN PEPPER HAMILTON SANDERS LL Service code 16 · EIN 58-0946915 | Consulting | $42,002 |
Service code 49 · EIN 98-1100166 | Other Services | $39,960 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,734 | $117,739+54.4% | $116,228+56.4% | $117,739+54.4% |
| Participation rate | 96.3% | 76.6%+19.6pp | 74.6%+21.7pp | 76.6%+19.6pp |
| Annual return | 15.31% | 17.29%-2.0pp | 90.06%-74.8pp | 17.29%-2.0pp |
| Employer contribution / active EE | $8,169 | $3,746+118.1% | $2,994+172.8% | $3,746+118.1% |
| Participant deferral / active EE | $7,652 | $6,128+24.9% | $4,953+54.5% | $6,128+24.9% |
| Admin fee / account holder | $90 | $112-19.2% | $11,989-99.2% | $112-19.2% |