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 |
|---|---|---|
5500TAX GROUP, INC.2 years Filed as: 5500TAX GROUP INC. Service code 49 · EIN 20-2116576 | Other Services | $18,750 |
ALMICH & ASSOCIATES2 years Service code 10 · EIN 33-0526284 | Accounting | $12,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INST OPER CO INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,882 |
Service code 16 · EIN 20-8532658 | Consulting | $3,500 |
TEACHERS INSURANCE & ANNUITY ASSOC10+ years Filed as: TEACHERS INS AND ANNUITY ASSOC Service code 19 · EIN 13-1624203 | Securities Custodian | $35 |
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 | $82,759 | $113,293-27.0% | $67,502+22.6% | $199,593-58.5% |
| Participation rate | 90.9% | 73.3%+17.6pp | 72.9%+18.1pp | 72.0%+19.0pp |
| Annual return | 13.67% | 15.88%-2.2pp | 3512.12%-3498.5pp | 34.25%-20.6pp |
| Employer contribution / active EE | $7,103 | $3,401+108.9% | $2,731+160.1% | $3,034+134.1% |
| Participant deferral / active EE | $0 | $4,159-100.0% | $4,000-100.0% | $5,087-100.0% |
| Admin fee / account holder | $9 | $103-91.0% | $3,998-99.8% | $269-96.6% |