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 | $219,000 |
Service code 27 · EIN 36-4001764 | Advisory (Plan) | $79,000 |
GRANT THORNTON LLP5+ years Service code 10 · EIN 36-6055558 | Accounting | $28,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $105,654 | $105,247+0.4% | $87,100+21.3% | $77,787+35.8% |
| Participation rate | 92.3% | 85.8%+6.5pp | 76.9%+15.5pp | 73.2%+19.1pp |
| Annual return | 20.44% | 24.52%-4.1pp | 28.19%-7.8pp | 32.57%-12.1pp |
| Employer contribution / active EE | $3,718 | $2,895+28.4% | $2,521+47.5% | $2,504+48.4% |
| Participant deferral / active EE | $4,950 | $5,060-2.2% | $4,049+22.3% | $3,967+24.8% |
| Admin fee / account holder | $99 | $104-5.5% | $7,497-98.7% | $100-1.3% |