Filed January 18, 2011 (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 | $451,278 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $319,191 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $94,156 | $178,759-47.3% | $102,423-8.1% | $106,382-11.5% |
| Participation rate | 77.6% | 91.3%-13.7pp | 76.5%+1.1pp | 69.9%+7.8pp |
| Annual return | 20.31% | 17.23%+3.1pp | 29.32%-9.0pp | 17.37%+2.9pp |
| Employer contribution / active EE | $2,738 | $5,750-52.4% | $3,023-9.4% | $3,364-18.6% |
| Participant deferral / active EE | $4,231 | $9,466-55.3% | $5,053-16.3% | $5,569-24.0% |
| Admin fee / account holder | $55 | $62-11.0% | $9,451-99.4% | $79-30.2% |