Filed December 27, 2013
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 |
|---|---|---|
TRIAD ADVISORS INC3 years Filed as: TRIAD ADVISORS LLC Service code 55 · EIN 65-0173164 | Other Commissions | $35,869 |
OSAIC WEALTH INC1 year Service code 55 · EIN 93-0987232 | Other Commissions | $7,832 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $126 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,943 | $82,917+10.9% | $103,333-11.0% | $77,643+18.4% |
| Participation rate | 72.9% | 71.6%+1.3pp | 74.5%-1.6pp | 70.6%+2.3pp |
| Annual return | 16.21% | 19.13%-2.9pp | 24.88%-8.7pp | 31.24%-15.0pp |
| Employer contribution / active EE | $1,098 | $3,552-69.1% | $3,868-71.6% | $2,726-59.7% |
| Participant deferral / active EE | $5,785 | $4,108+40.8% | $5,057+14.4% | $4,647+24.5% |
| Admin fee / account holder | $0 | $638-99.9% | $8,355-100.0% | $430-99.9% |