Filed January 1, 2012 (most recent of 3 filings on file)
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $70,512 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,992 |
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 | $28,302 | $58,778-51.8% | $129,207-78.1% | $77,643-63.5% |
| Participation rate | 83.8% | 59.2%+24.6pp | 69.6%+14.2pp | 70.6%+13.2pp |
| Annual return | 12.72% | 24.73%-12.0pp | 9417.33%-9404.6pp | 31.24%-18.5pp |
| Employer contribution / active EE | $1,447 | $1,952-25.9% | $4,153-65.2% | $2,726-46.9% |
| Participant deferral / active EE | $1,999 | $3,212-37.8% | $4,168-52.0% | $4,647-57.0% |
| Admin fee / account holder | $80 | $589-86.5% | $7,715-99.0% | $430-81.5% |