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 | $76,811 |
CARON & BLETZER, PLLC3 years Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $14,900 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,784 |
Service code 14 · EIN 04-2530412 | Plan Administrator | $8,782 |
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 | $174,116 | $105,581+64.9% | $70,449+147.2% | $90,288+92.8% |
| Participation rate | 83.5% | 77.5%+6.0pp | 75.1%+8.5pp | 73.4%+10.2pp |
| Annual return | 13.97% | 14.78%-0.8pp | 109.03%-95.1pp | 53.97%-40.0pp |
| Employer contribution / active EE | $5,985 | $3,304+81.1% | $2,737+118.7% | $2,524+137.1% |
| Participant deferral / active EE | $7,351 | $3,813+92.8% | $3,709+98.2% | $4,232+73.7% |
| Admin fee / account holder | $54 | $68-19.7% | $3,845-98.6% | $114-52.4% |