Filed April 18, 2014 (most recent of 4 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $852,869 |
STRATEGIC ADVISORS, INC.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $372,788 |
Filed as: RAYMOND JAMES Service code 27 · EIN 59-2937883 | Advisory (Plan) | $90,000 |
HAM, LANGSTON & BREZINA, LLP3 years Filed as: HAM, LANGSTON & BREZINA LLP Service code 10 · EIN 76-0448495 | Accounting | $19,130 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,605 | $142,480-32.2% | $156,181-38.1% | $142,480-32.2% |
| Participation rate | 53.0% | 76.2%-23.2pp | 78.8%-25.8pp | 76.2%-23.2pp |
| Annual return | 17.43% | 16.32%+1.1pp | 64.87%-47.4pp | 16.32%+1.1pp |
| Employer contribution / active EE | $1,587 | $3,867-59.0% | $4,294-63.0% | $3,867-59.0% |
| Participant deferral / active EE | $3,100 | $6,807-54.5% | $6,132-49.4% | $6,807-54.5% |
| Admin fee / account holder | $172 | $307-43.9% | $14,586-98.8% | $307-43.9% |