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 | $195,000 |
DIMEO SCHNEIDER & ASSOCIATES LLC4+ years Filed as: DIMEO SCHNEIDER ASSOCIATES LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $108,000 |
GRANT THORNTON LLP4+ years Service code 10 · EIN 36-6055558 | Accounting | $12,000 |
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 | $95,989 | $78,852+21.7% | $76,768+25.0% | $75,289+27.5% |
| Participation rate | 94.0% | 85.0%+9.0pp | 77.0%+17.1pp | 72.4%+21.6pp |
| Annual return | -3.84% | -1.29%-2.6pp | 2.43%-6.3pp | -0.04%-3.8pp |
| Employer contribution / active EE | $3,792 | $2,794+35.7% | $2,485+52.6% | $2,405+57.7% |
| Participant deferral / active EE | $4,906 | $4,800+2.2% | $3,852+27.4% | $3,739+31.2% |
| Admin fee / account holder | $100 | $79+26.2% | $6,675-98.5% | $102-2.6% |