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 | $661,620 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $85,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,955 |
A.C. EVANS LLC3 years Service code 10 · EIN 26-3421158 | Accounting | $16,750 |
TROUTMAN SANDERS LLP2 years Filed as: TROUTMAN SANDERS Service code 16 · EIN 58-0946915 | Consulting | $11,788 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,836 | $153,507+8.7% | $106,548+56.6% | $101,517+64.3% |
| Participation rate | 92.7% | 86.3%+6.4pp | 76.1%+16.6pp | 74.6%+18.2pp |
| Annual return | 17.67% | 15.11%+2.6pp | 26.80%-9.1pp | 21.00%-3.3pp |
| Employer contribution / active EE | $5,783 | $4,668+23.9% | $2,819+105.2% | $2,973+94.5% |
| Participant deferral / active EE | $5,870 | $7,264-19.2% | $4,398+33.5% | $4,873+20.5% |
| Admin fee / account holder | $81 | $74+10.4% | $7,407-98.9% | $139-41.7% |