Filed November 8, 2011
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 |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH10+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $114,139 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $25,801 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,897 | $89,465-50.9% | $164,866-73.4% | $77,671-43.5% |
| Participation rate | 89.7% | 78.6%+11.1pp | 78.6%+11.1pp | 70.6%+19.1pp |
| Annual return | 11.38% | 28.81%-17.4pp | 69.97%-58.6pp | 31.21%-19.8pp |
| Employer contribution / active EE | $1,385 | $2,568-46.1% | $4,343-68.1% | $2,726-49.2% |
| Participant deferral / active EE | $4,573 | $4,897-6.6% | $6,033-24.2% | $4,648-1.6% |
| Admin fee / account holder | $137 | $340-59.6% | $12,689-98.9% | $430-68.2% |