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 | $231,000 |
DIMEO SCHNEIDER & ASSOCIATES LLC3+ years Filed as: DIMEO SCHNEIDER ASSOCIATES LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $97,000 |
GRANT THORNTON LLP3+ years Service code 10 · EIN 36-6055558 | Accounting | $22,000 |
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 | $102,491 | $88,730+15.5% | $82,313+24.5% | $77,958+31.5% |
| Participation rate | 95.1% | 84.5%+10.5pp | 76.9%+18.2pp | 71.6%+23.4pp |
| Annual return | 16.59% | 20.88%-4.3pp | 25.88%-9.3pp | 20.87%-4.3pp |
| Employer contribution / active EE | $3,751 | $2,758+36.0% | $2,428+54.5% | $2,310+62.4% |
| Participant deferral / active EE | $4,538 | $4,634-2.1% | $3,706+22.4% | $3,537+28.3% |
| Admin fee / account holder | $112 | $74+50.8% | $5,608-98.0% | $97+14.5% |