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 | $133,548 |
FISHER INVESTMENTS5 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $12,162 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,865 | $63,321+131.9% | $68,791+113.5% | $77,904+88.5% |
| Participation rate | 96.9% | 71.1%+25.8pp | 69.0%+27.9pp | 73.7%+23.2pp |
| Annual return | -19.61% | -6.50%-13.1pp | -6.38%-13.2pp | 12.21%-31.8pp |
| Employer contribution / active EE | $5,490 | $2,794+96.5% | $2,655+106.8% | $2,848+92.8% |
| Participant deferral / active EE | $8,959 | $4,029+122.3% | $3,941+127.3% | $4,806+86.4% |
| Admin fee / account holder | $90 | $104-14.1% | $4,932-98.2% | $133-32.4% |