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 | $84,036 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,720 |
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 | $179,174 | $105,179+70.4% | $64,056+179.7% | $80,160+123.5% |
| Participation rate | 81.1% | 73.5%+7.6pp | 72.3%+8.8pp | 72.9%+8.2pp |
| Annual return | 17.00% | 20.34%-3.3pp | 33.69%-16.7pp | 40.38%-23.4pp |
| Employer contribution / active EE | $8,362 | $3,311+152.6% | $2,747+204.5% | $2,978+180.8% |
| Participant deferral / active EE | $6,673 | $4,020+66.0% | $3,880+72.0% | $5,017+33.0% |
| Admin fee / account holder | $50 | $113-55.9% | $3,068-98.4% | $145-65.6% |