Filed April 25, 2011 (most recent of 2 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 |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL OPERATIONS C Service code 37 · EIN 04-2647786 | Loan Processing | $1,692,515 |
MERCER1 year Service code 16 · EIN 30-0282430 | Consulting | $77,561 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY Service code 10 · EIN 91-0189318 | Accounting | $61,000 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | $23,469 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,246 | $121,719+80.1% | $154,803+41.6% | $140,769+55.7% |
| Participation rate | 94.6% | 76.3%+18.4pp | 78.1%+16.6pp | 74.2%+20.5pp |
| Annual return | 18.69% | 19.22%-0.5pp | 58.88%-40.2pp | 16.82%+1.9pp |
| Employer contribution / active EE | $12,887 | $2,466+422.6% | $4,305+199.3% | $3,906+229.9% |
| Participant deferral / active EE | $13,432 | $5,384+149.5% | $5,540+142.4% | $6,717+100.0% |
| Admin fee / account holder | $47 | $71-33.2% | $14,329-99.7% | $229-79.4% |