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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $319,281 |
Filed as: FIDELITY INVEST INST OP CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $88,247 |
Filed as: HARTER SECREST & EME Service code 16 1600 BAUSCH AND LOMB PI · ROCHESTER, NY 14604 | Consulting | $53,977 |
ERNST & YOUNG LLP5+ years Filed as: ERNST & YOUNG Service code 16 · EIN 34-6565596 | Consulting | $0 |
MERCER5+ years Service code 16 · EIN 61-0736136 | Consulting | $0 |
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 | $175,627 | $117,238+49.8% | $87,100+101.6% | $82,204+113.6% |
| Participation rate | 82.3% | 87.2%-4.9pp | 76.9%+5.5pp | 73.4%+8.9pp |
| Annual return | 24.53% | 25.80%-1.3pp | 28.19%-3.7pp | 26.31%-1.8pp |
| Employer contribution / active EE | $4,552 | $3,535+28.8% | $2,521+80.5% | $2,707+68.1% |
| Participant deferral / active EE | $7,572 | $5,976+26.7% | $4,049+87.0% | $4,246+78.4% |
| Admin fee / account holder | $72 | $81-11.5% | $7,497-99.0% | $76-4.9% |