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 |
|---|---|---|
Filed as: FIDELITY INVEST INSTITUTIONAL OPPS Service code 37 · EIN 04-2647786 | Loan Processing | $80,482 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $13,200 |
Filed as: FIDELITY INVST INSTITUTIONAL OPER Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,450 | $87,173+56.5% | $59,878+127.9% | $75,289+81.2% |
| Participation rate | 72.6% | 74.5%-1.8pp | 74.7%-2.1pp | 72.4%+0.2pp |
| Annual return | -3.54% | -2.14%-1.4pp | 3.46%-7.0pp | -0.04%-3.5pp |
| Employer contribution / active EE | $6,274 | $3,473+80.6% | $2,722+130.5% | $2,405+160.9% |
| Participant deferral / active EE | $5,568 | $3,379+64.8% | $3,402+63.7% | $3,739+48.9% |
| Admin fee / account holder | $48 | $75-35.2% | $3,590-98.7% | $102-52.7% |