Filed March 22, 2015 (most recent of 2 filings on file)
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,957 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,056 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,301 | $65,561+8.8% | $91,541-22.1% | $74,304-4.0% |
| Participation rate | 89.6% | 56.6%+33.0pp | 69.8%+19.8pp | 60.3%+29.2pp |
| Annual return | 9.24% | 17.68%-8.4pp | 20.50%-11.3pp | 29.43%-20.2pp |
| Employer contribution / active EE | $3,983 | $1,717+132.0% | $2,505+59.0% | $2,241+77.7% |
| Participant deferral / active EE | $4,582 | $2,918+57.0% | $4,008+14.3% | $3,767+21.6% |
| Admin fee / account holder | $50 | $3,333-98.5% | $6,956-99.3% | $2,969-98.3% |