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 |
|---|---|---|
Service code 16 · EIN 20-8532658 | Consulting | $22,500 |
Filed as: TEACHERS INS AND ANNUITY ASSOC Service code 19 · EIN 13-1624203 | Securities Custodian | $2,086 |
Filed as: FIDELITY INV INST OPER CO INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $750 |
Filed as: FIDELITY INV INST OPS CO INC. Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,649 | $120,057-32.8% | $75,696+6.5% | $93,030-13.3% |
| Participation rate | 96.1% | 77.3%+18.8pp | 74.8%+21.2pp | 73.9%+22.2pp |
| Annual return | 13.96% | 19.62%-5.7pp | 104.53%-90.6pp | 158.70%-144.7pp |
| Employer contribution / active EE | $7,170 | $3,253+120.4% | $2,743+161.4% | $2,706+165.0% |
| Participant deferral / active EE | $0 | $4,089-100.0% | $3,821-100.0% | $4,562-100.0% |
| Admin fee / account holder | $11 | $81-86.7% | $3,619-99.7% | $152-92.9% |