Filed November 21, 2011 (most recent of 4 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 |
|---|---|---|
FID INV INST OPS CO3 years Service code 37 · EIN 04-2647786 | Loan Processing | $216,792 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,049 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,694 | $89,178+2.8% | $91,541+0.2% | $102,872-10.9% |
| Participation rate | 97.6% | 79.7%+17.9pp | 69.8%+27.8pp | 73.0%+24.5pp |
| Annual return | 16.84% | 14.52%+2.3pp | 20.50%-3.7pp | 19.06%-2.2pp |
| Employer contribution / active EE | $3,651 | $3,455+5.7% | $2,505+45.8% | $3,526+3.5% |
| Participant deferral / active EE | $7,780 | $4,657+67.1% | $4,008+94.1% | $5,535+40.6% |
| Admin fee / account holder | $127 | $134-5.7% | $6,956-98.2% | $292-56.7% |