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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $341,698 |
Filed as: FIDELITY INVEST INST OP CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $194,186 |
ERNST & YOUNG LLP6+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $30,500 |
MERCER6+ years Service code 17 · EIN 13-2834414 | Pension Consulting | $25,000 |
BAKER & HOSTETLER LLP1 year Service code 16 · EIN 34-0082025 | Consulting | $7,656 |
SMK ENTERPRISES LLC1 year Service code 17 · EIN 82-3804564 | Pension Consulting | $2,616 |
HARTER SECREST & EMERY LLP2 years Filed as: HARTER SECREST & EME Service code 16 1600 BAUSCH AND LOMB PI · ROCHESTER, NY 14604 | Consulting | $264 |
Filed as: FIDELITY INVESTMENTS INST OP CO. IN Service code 60 | Sub-TA Fees | $60 |
Filed as: FIDELITY INVESTENTS INST OP CO. INC Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,365 | $124,049+12.3% | $95,952+45.2% | $93,223+49.5% |
| Participation rate | 88.0% | 88.4%-0.4pp | 77.1%+11.0pp | 74.9%+13.1pp |
| Annual return | 60.77% | 22.17%+38.6pp | 91.61%-30.8pp | 19.29%+41.5pp |
| Employer contribution / active EE | $2,156 | $3,478-38.0% | $2,541-15.1% | $2,680-19.5% |
| Participant deferral / active EE | $3,826 | $6,147-37.8% | $4,167-8.2% | $4,563-16.2% |
| Admin fee / account holder | $50 | $73-30.7% | $6,795-99.3% | $79-36.4% |