Filed August 28, 2015 (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 |
|---|---|---|
Filed as: CONCURRENT INVESTMENT ADVISORS Service code 27 · EIN 92-1819393 | Advisory (Plan) | $20,775 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $8,588 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,500 | $109,881+90.7% | $150,045+39.6% | $84,808+147.0% |
| Participation rate | 83.1% | 76.1%+7.0pp | 82.3%+0.8pp | 68.3%+14.8pp |
| Annual return | 10.12% | 28.25%-18.1pp | 62.55%-52.4pp | 40.90%-30.8pp |
| Employer contribution / active EE | $7,322 | $3,561+105.6% | $4,693+56.0% | $2,631+178.3% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $402 | $8,568-95.3% | $13,435-97.0% | $7,344-94.5% |