Filed March 22, 2019 (most recent of 2 filings on file)
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,601 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,135 |
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 | $115,823 | $98,727+17.3% | $113,168+2.3% | $85,563+35.4% |
| Participation rate | 97.1% | 80.8%+16.3pp | 76.6%+20.5pp | 66.0%+31.1pp |
| Annual return | 17.75% | 17.43%+0.3pp | 24.27%-6.5pp | 31.51%-13.8pp |
| Employer contribution / active EE | $4,577 | $2,907+57.5% | $2,975+53.9% | $2,654+72.5% |
| Participant deferral / active EE | $7,792 | $5,424+43.7% | $5,107+52.6% | $4,375+78.1% |
| Admin fee / account holder | $53 | $357-85.2% | $12,068-99.6% | $834-93.7% |