Filed April 29, 2015
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 |
|---|---|---|
REEDMARK ADVISORS LLC2 years Filed as: REEDMARK ADVISORS, LLC Service code 27 · EIN 47-2223502 | Advisory (Plan) | $34,141 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,302 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$54,612 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,575 | $65,908+54.1% | $81,812+24.2% | $77,643+30.8% |
| Participation rate | 85.2% | 65.8%+19.4pp | 72.3%+12.8pp | 70.6%+14.6pp |
| Annual return | 15.67% | 26.64%-11.0pp | 773.79%-758.1pp | 31.24%-15.6pp |
| Employer contribution / active EE | $4,042 | $2,370+70.5% | $2,912+38.8% | $2,726+48.3% |
| Participant deferral / active EE | $4,919 | $3,505+40.3% | $4,319+13.9% | $4,647+5.8% |
| Admin fee / account holder | -$42 | $526-108.0% | $7,386-100.6% | $430-109.8% |