Filed July 21, 2014
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 Filed as: FIDELITY INVEST INSTITUTIONAL OPPS Service code 37 · EIN 04-2647786 | Loan Processing | $81,613 |
STRATEGIC ADVISORS, INC.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,368 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INVST INSTITUTIONAL OPER Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,901 | $115,444+93.1% | $65,493+240.3% | $102,872+116.7% |
| Participation rate | 77.6% | 71.2%+6.4pp | 73.1%+4.5pp | 73.0%+4.6pp |
| Annual return | 15.16% | 15.94%-0.8pp | 982.45%-967.3pp | 19.06%-3.9pp |
| Employer contribution / active EE | $7,876 | $3,409+131.0% | $2,574+206.0% | $3,526+123.4% |
| Participant deferral / active EE | $7,375 | $4,118+79.1% | $3,961+86.2% | $5,535+33.3% |
| Admin fee / account holder | $72 | $123-41.8% | $5,028-98.6% | $292-75.5% |