Filed April 24, 2012 (most recent of 2 filings on file)
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 |
|---|---|---|
BLACKROCK10+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $420,739 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $250,583 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $176,276 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $301,216 | $139,767+115.5% | $153,485+96.3% | $199,593+50.9% |
| Participation rate | 98.8% | 85.1%+13.7pp | 77.1%+21.7pp | 72.0%+26.9pp |
| Annual return | 15.85% | 20.59%-4.7pp | 15.65%+0.2pp | 34.25%-18.4pp |
| Employer contribution / active EE | $18,100 | $6,517+177.7% | $5,039+259.2% | $3,034+496.5% |
| Participant deferral / active EE | $11,455 | $8,055+42.2% | $6,757+69.5% | $5,087+125.2% |
| Admin fee / account holder | $131 | $98+33.5% | $12,724-99.0% | $269-51.4% |