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 |
|---|---|---|
BENEFIT FUNDING SERVICES GROUP3+ years Service code 16 · EIN 20-8532658 | Consulting | $14,500 |
5500TAX GROUP, INC.1 year Service code 64 · EIN 20-2116576 | Recordkeeping Fees | $6,662 |
Filed as: TEACHERS INS AND ANNUITY ASSOC Service code 19 · EIN 13-1624203 | Securities Custodian | $1,154 |
Filed as: FIDELITY INV INST OPER CO INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $400 |
Filed as: FIDELITY INV INST OPS CO INC. Service code 60 | Sub-TA Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,118 | $92,091-45.6% | $62,995-20.4% | $77,958-35.7% |
| Participation rate | 98.5% | 74.5%+24.1pp | 74.8%+23.7pp | 71.6%+26.9pp |
| Annual return | 16.39% | 16.23%+0.2pp | 87.57%-71.2pp | 20.87%-4.5pp |
| Employer contribution / active EE | $5,379 | $3,424+57.1% | $2,759+95.0% | $2,310+132.8% |
| Participant deferral / active EE | $0 | $3,361-100.0% | $3,329-100.0% | $3,537-100.0% |
| Admin fee / account holder | $8 | $48-83.6% | $3,600-99.8% | $97-91.9% |