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 | $600,985 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $70,450 |
HUBBELL CONSULTING LLC2 years Service code 27 · EIN 20-3272543 | Advisory (Plan) | $38,768 |
A.C. EVANS LLC2 years Service code 10 · EIN 26-3421158 | Accounting | $28,400 |
TROUTMAN SANDERS LLP1 year Filed as: TROUTMAN SANDERS Service code 16 · EIN 58-0946915 | Consulting | $11,518 |
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 | $156,076 | $146,341+6.7% | $98,907+57.8% | $93,223+67.4% |
| Participation rate | 92.9% | 89.3%+3.6pp | 76.0%+16.9pp | 74.9%+18.0pp |
| Annual return | 21.88% | 16.85%+5.0pp | 196.43%-174.5pp | 19.29%+2.6pp |
| Employer contribution / active EE | $6,454 | $4,823+33.8% | $2,689+140.0% | $2,680+140.9% |
| Participant deferral / active EE | $5,459 | $7,126-23.4% | $4,244+28.6% | $4,563+19.6% |
| Admin fee / account holder | $76 | $63+20.5% | $6,642-98.9% | $79-4.5% |