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 GROUP4+ years Service code 16 · EIN 20-8532658 | Consulting | $45,000 |
5500TAX GROUP, INC.2 years Service code 64 · EIN 20-2116576 | Recordkeeping Fees | $8,472 |
Filed as: TEACHERS INS AND ANNUITY ASSOC Service code 19 · EIN 13-1624203 | Securities Custodian | $591 |
Filed as: FIDELITY INV INST OPER CO INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $275 |
Filed as: FIDELITY INV INST OPS CO INC. Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,647 | $87,173-47.6% | $59,878-23.8% | $75,289-39.4% |
| Participation rate | 98.8% | 74.5%+24.3pp | 74.7%+24.1pp | 72.4%+26.4pp |
| Annual return | -4.62% | -2.14%-2.5pp | 3.46%-8.1pp | -0.04%-4.6pp |
| Employer contribution / active EE | $5,436 | $3,473+56.5% | $2,722+99.7% | $2,405+126.0% |
| Participant deferral / active EE | $0 | $3,379-100.0% | $3,402-100.0% | $3,739-100.0% |
| Admin fee / account holder | $15 | $75-79.4% | $3,590-99.6% | $102-84.9% |