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 | $101,690 |
CARON & BLETZER, PLLC5 years Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $15,800 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,218 |
Service code 14 · EIN 04-2530412 | Plan Administrator | $8,784 |
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 | $160,452 | $98,780+62.4% | $60,874+163.6% | $77,904+106.0% |
| Participation rate | 73.9% | 76.7%-2.7pp | 73.1%+0.8pp | 73.7%+0.2pp |
| Annual return | -14.07% | -11.56%-2.5pp | 16.90%-31.0pp | 12.21%-26.3pp |
| Employer contribution / active EE | $6,622 | $3,605+83.7% | $2,701+145.1% | $2,848+132.5% |
| Participant deferral / active EE | $6,605 | $4,200+57.3% | $3,817+73.1% | $4,806+37.4% |
| Admin fee / account holder | $62 | $89-30.2% | $3,224-98.1% | $133-53.3% |