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 | $512,631 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $67,970 |
TROUTMAN SANDERS LLP1 year Filed as: TROUTMAN PEPPER HAMILTON SANDERS LL Service code 16 · EIN 58-0946915 | Consulting | $26,144 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $21,250 |
A.C. EVANS LLC4 years Service code 10 · EIN 26-3421158 | Accounting | $16,750 |
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 | $136,932 | $125,029+9.5% | $90,749+50.9% | $78,044+75.5% |
| Participation rate | 94.0% | 93.0%+1.1pp | 75.7%+18.3pp | 74.4%+19.6pp |
| Annual return | -15.56% | -14.80%-0.8pp | -12.16%-3.4pp | 10.87%-26.4pp |
| Employer contribution / active EE | $6,138 | $4,916+24.9% | $2,921+110.1% | $3,125+96.4% |
| Participant deferral / active EE | $6,309 | $7,684-17.9% | $4,564+38.2% | $5,084+24.1% |
| Admin fee / account holder | $67 | $56+19.4% | $8,445-99.2% | $79-15.6% |