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 37 · EIN 04-2647786 | Loan Processing | $295,189 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $99,550 |
K&L GATES1 year Filed as: K&L GATES, LLP Service code 16 · EIN 25-0921018 | Consulting | $57,784 |
Service code 11 · EIN 53-0181291 | Actuarial | $46,388 |
A.C. EVANS LLC1 year Service code 10 · EIN 26-3421158 | Accounting | $27,700 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 18 · EIN 36-1561860 | Direct payment from the plan; Custodi... | $25,433 |
HUBBELL CONSULTING LLC1 year Service code 27 · EIN 20-3272543 | Advisory (Plan) | $7,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $151,891 | $156,529-3.0% | $93,606+62.3% | $82,204+84.8% |
| Participation rate | 90.6% | 86.5%+4.1pp | 75.8%+14.8pp | 73.4%+17.2pp |
| Annual return | 18.92% | 20.36%-1.4pp | 32.76%-13.8pp | 26.31%-7.4pp |
| Employer contribution / active EE | $6,002 | $4,800+25.0% | $2,718+120.8% | $2,707+121.7% |
| Participant deferral / active EE | $4,859 | $6,674-27.2% | $4,069+19.4% | $4,246+14.4% |
| Admin fee / account holder | $66 | $65+1.5% | $7,888-99.2% | $76-13.1% |