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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVEST INSTITUTIONAL OPPS Service code 37 · EIN 04-2647786 | Loan Processing | $107,980 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETER, PLLC Service code 99 · EIN 04-3499945 | Other Fees | $30,565 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 99 · EIN 04-2530412 | Other Fees | $19,012 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,259 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years 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 | $198,304 | $113,293+75.0% | $67,502+193.8% | $199,593-0.6% |
| Participation rate | 76.4% | 73.3%+3.1pp | 72.9%+3.6pp | 72.0%+4.5pp |
| Annual return | 14.32% | 15.88%-1.6pp | 3512.12%-3497.8pp | 34.25%-19.9pp |
| Employer contribution / active EE | $7,590 | $3,401+123.2% | $2,731+177.9% | $3,034+150.1% |
| Participant deferral / active EE | $7,128 | $4,159+71.4% | $4,000+78.2% | $5,087+40.1% |
| Admin fee / account holder | $81 | $103-21.5% | $3,998-98.0% | $269-70.1% |