Filed October 23, 2013 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $46,644 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,009 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,679 | $106,110+51.4% | $147,005+9.3% | $77,671+106.9% |
| Participation rate | 99.2% | 78.4%+20.8pp | 82.2%+17.1pp | 70.6%+28.6pp |
| Annual return | 18.23% | 56.77%-38.5pp | 418.76%-400.5pp | 31.21%-13.0pp |
| Employer contribution / active EE | $6,084 | $4,065+49.7% | $4,934+23.3% | $2,726+123.1% |
| Participant deferral / active EE | $11,379 | $7,992+42.4% | $8,070+41.0% | $4,648+144.8% |
| Admin fee / account holder | $152 | $338-55.1% | $13,006-98.8% | $430-64.8% |