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 | $60,408 |
CARON & BLETZER, PLLC4 years Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $14,900 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,831 |
Service code 14 · EIN 04-2530412 | Plan Administrator | $8,680 |
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 | $192,798 | $120,057+60.6% | $75,696+154.7% | $93,030+107.2% |
| Participation rate | 78.8% | 77.3%+1.5pp | 74.8%+3.9pp | 73.9%+4.9pp |
| Annual return | 13.16% | 19.62%-6.5pp | 104.53%-91.4pp | 158.70%-145.5pp |
| Employer contribution / active EE | $7,297 | $3,253+124.3% | $2,743+166.0% | $2,706+169.7% |
| Participant deferral / active EE | $7,135 | $4,089+74.5% | $3,821+86.7% | $4,562+56.4% |
| Admin fee / account holder | $46 | $81-44.1% | $3,619-98.7% | $152-70.0% |