Filed May 17, 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 |
|---|---|---|
Filed as: FIDELITY INV. INST. OPER. CO. INC. Service code 37 · EIN 04-2647786 | Loan Processing | $127,000 |
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Filed as: DIMEO SCHNEIDER ASSOCIATES LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $90,000 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $21,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,084 | $71,957+148.9% | $67,652+164.7% | $59,188+202.6% |
| Participation rate | 46.8% | 82.7%-35.8pp | 75.7%-28.8pp | 69.4%-22.6pp |
| Annual return | 0.58% | 8.53%-7.9pp | 6625.04%-6624.5pp | 5.51%-4.9pp |
| Employer contribution / active EE | $4,716 | $2,432+93.9% | $2,266+108.1% | $2,098+124.8% |
| Participant deferral / active EE | $3,986 | $4,211-5.3% | $3,560+12.0% | $3,265+22.1% |
| Admin fee / account holder | $171 | $64+167.2% | $4,821-96.4% | $92+85.9% |