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 |
|---|---|---|
ALMICH & ASSOCIATES1 year Service code 10 · EIN 33-0526284 | Accounting | $12,500 |
Service code 16 · EIN 20-8532658 | Consulting | $11,250 |
5500TAX GROUP, INC.1 year Filed as: 5500TAX GROUP INC. Service code 49 · EIN 20-2116576 | Other Services | $9,220 |
Filed as: TEACHERS INS AND ANNUITY ASSOC Service code 19 · EIN 13-1624203 | Securities Custodian | $1,101 |
Filed as: FIDELITY INV INST OPER CO INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $325 |
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 | $75,329 | $105,179-28.4% | $64,056+17.6% | $80,160-6.0% |
| Participation rate | 96.4% | 73.5%+22.9pp | 72.3%+24.1pp | 72.9%+23.5pp |
| Annual return | 16.92% | 20.34%-3.4pp | 33.69%-16.8pp | 40.38%-23.5pp |
| Employer contribution / active EE | $6,242 | $3,311+88.5% | $2,747+127.3% | $2,978+109.6% |
| Participant deferral / active EE | $0 | $4,020-100.0% | $3,880-100.0% | $5,017-100.0% |
| Admin fee / account holder | $12 | $113-89.4% | $3,068-99.6% | $145-91.7% |