Filed December 27, 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: BENEFIT FINANCIAL SERVICES Service code 16 · EIN 20-8532658 | Consulting | $52,500 |
ALMICH & ASSOCIATES8 years Service code 10 · EIN 33-0526284 | Accounting | $12,500 |
Filed as: TEACHERS INS AND ANNUITY ASSO Service code 19 · EIN 13-1624203 | Securities Custodian | $7,886 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INST OPER CO INC. Service code 37 · EIN 04-2647786 | Loan Processing | $4,949 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INST OPS CO INC. Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,271 | $113,293+1.7% | $67,502+70.8% | $199,593-42.2% |
| Participation rate | 74.0% | 73.3%+0.7pp | 72.9%+1.1pp | 72.0%+2.0pp |
| Annual return | 14.29% | 15.88%-1.6pp | 3512.12%-3497.8pp | 34.25%-20.0pp |
| Employer contribution / active EE | $0 | $3,401-100.0% | $2,731-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $6,976 | $4,159+67.7% | $4,000+74.4% | $5,087+37.1% |
| Admin fee / account holder | $27 | $103-73.3% | $3,998-99.3% | $269-89.8% |