Filed April 27, 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 5-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 INVEST INSTITL Service code 37 · EIN 04-2647786 | Loan Processing | $364,502 |
MERCER1 year Service code 16 · EIN 36-2668272 | Consulting | $150,980 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $68,317 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,565 | $159,391+43.4% | $102,423+123.2% | $99,062+130.7% |
| Participation rate | 99.5% | 88.6%+10.9pp | 76.5%+23.0pp | 71.6%+27.9pp |
| Annual return | 13.41% | 19.03%-5.6pp | 29.32%-15.9pp | 17.66%-4.3pp |
| Employer contribution / active EE | $6,646 | $4,207+58.0% | $3,023+119.8% | $3,262+103.7% |
| Participant deferral / active EE | $11,887 | $7,498+58.5% | $5,053+135.3% | $5,331+123.0% |
| Admin fee / account holder | $45 | $159-71.5% | $9,451-99.5% | $109-58.4% |