Filed September 21, 2012
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 37 · EIN 04-2647786 | Loan Processing | $104,098 |
FISHER INVESTMENTS3 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $7,701 |
Form 5500 reported that benefits due were not provided when due.
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 | $188,052 | $74,462+152.5% | $81,983+129.4% | $90,288+108.3% |
| Participation rate | 97.8% | 69.7%+28.1pp | 69.2%+28.6pp | 73.4%+24.5pp |
| Annual return | 22.93% | 17.56%+5.4pp | 41.31%-18.4pp | 53.97%-31.0pp |
| Employer contribution / active EE | $4,978 | $2,334+113.2% | $2,498+99.3% | $2,524+97.2% |
| Participant deferral / active EE | $7,728 | $3,602+114.5% | $3,722+107.6% | $4,232+82.6% |
| Admin fee / account holder | $75 | $98-23.7% | $5,664-98.7% | $114-34.5% |