Filed April 21, 2009 (most recent of 4 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 |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 15 · EIN 04-2647786 | Recordkeeping | $232,106 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $117,579 |
ERNST & YOUNG LLP8+ years Service code 10 · EIN 34-6565596 | Accounting | $96,936 |
BLACKROCK8+ years Filed as: BLACKROCK INST. TRUST CO. N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $88,140 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $691,281 | $72,254+856.7% | $86,677+697.5% | $64,808+966.7% |
| Participation rate | 99.2% | 80.4%+18.8pp | 76.6%+22.6pp | 71.5%+27.7pp |
| Annual return | -14.44% | 392.42%-406.9pp | 35.91%-50.3pp | 32.82%-47.3pp |
| Employer contribution / active EE | $3,984 | $2,393+66.5% | $2,836+40.5% | $2,506+59.0% |
| Participant deferral / active EE | $23,334 | $4,658+400.9% | $4,656+401.2% | $4,310+441.3% |
| Admin fee / account holder | $360 | $174+106.8% | $7,493-95.2% | $188+91.5% |