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 | $75,383 |
CARON & BLETZER, PLLC2 years Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $14,673 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,660 |
Filed as: FIDELITY INVST INSTITUTIONAL OPER Service code 60 | Sub-TA Fees | $0 |
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 | $158,034 | $204,517-22.7% | $69,455+127.5% | $77,787+103.2% |
| Participation rate | 72.0% | 74.6%-2.6pp | 74.6%-2.6pp | 73.2%-1.2pp |
| Annual return | 19.33% | 22.10%-2.8pp | 28.97%-9.6pp | 32.57%-13.2pp |
| Employer contribution / active EE | $6,596 | $3,548+85.9% | $2,779+137.4% | $2,504+163.4% |
| Participant deferral / active EE | $5,918 | $3,478+70.1% | $3,535+67.4% | $3,967+49.2% |
| Admin fee / account holder | $53 | $101-46.9% | $3,839-98.6% | $100-46.6% |