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 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $250,833 |
ERNST & YOUNG LLP1 year Filed as: ERNST 7 YOUNG Service code 16 · EIN 34-6565596 | Consulting | $78,000 |
Filed as: FIDELITY INVEST INST OP CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $46,929 |
MERCER3+ years Service code 16 · EIN 61-0736136 | Consulting | $35,881 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,567 | $100,921+60.1% | $82,313+96.3% | $177,276-8.9% |
| Participation rate | 79.2% | 86.9%-7.8pp | 76.9%+2.3pp | 74.8%+4.3pp |
| Annual return | 17.88% | 20.33%-2.5pp | 25.88%-8.0pp | 21.25%-3.4pp |
| Employer contribution / active EE | $3,663 | $3,145+16.5% | $2,428+50.9% | $2,479+47.8% |
| Participant deferral / active EE | $6,442 | $5,192+24.1% | $3,706+73.8% | $3,881+66.0% |
| Admin fee / account holder | $66 | $64+2.4% | $5,608-98.8% | $154-57.4% |