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 | $140,769-31.4% | $156,263-38.2% | $140,769-31.4% |
| Participation rate | 53.0% | 74.2%-21.2pp | 78.9%-25.9pp | 74.2%-21.2pp |
| Annual return | 17.43% | 16.82%+0.6pp | 59.47%-42.0pp | 16.82%+0.6pp |
| Employer contribution / active EE | $1,587 | $3,906-59.4% | $4,333-63.4% | $3,906-59.4% |
| Participant deferral / active EE | $3,100 | $6,717-53.8% | $6,158-49.7% | $6,717-53.8% |
| Admin fee / account holder | $172 | $229-24.8% | $14,255-98.8% | $229-24.8% |