Filed August 26, 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 6-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+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $193,715 |
MERCER1+ years Service code 16 · EIN 13-2834414 | Consulting | $60,370 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG Service code 16 · EIN 34-6565596 | Consulting | $34,120 |
BAKER & HOSTETLER LLP1+ years Filed as: BAKER AND HOSTETLER Service code 16 · EIN 34-0082025 | Consulting | $19,353 |
Filed as: FIDELITY INVEST INST OP CO INC Service code 37 · EIN 04-2647786 | Loan Processing | -$221,126 |
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 | $132,317 | $82,422+60.5% | $67,652+95.6% | $67,505+96.0% |
| Participation rate | 77.1% | 84.2%-7.1pp | 75.7%+1.4pp | 71.2%+5.9pp |
| Annual return | 0.82% | 12.72%-11.9pp | 6625.04%-6624.2pp | 6.52%-5.7pp |
| Employer contribution / active EE | $3,397 | $2,879+18.0% | $2,266+49.9% | $2,173+56.3% |
| Participant deferral / active EE | $5,970 | $5,020+18.9% | $3,560+67.7% | $3,597+66.0% |
| Admin fee / account holder | $15 | $53-72.6% | $4,821-99.7% | $56-74.1% |