Filed October 25, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,628 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,094 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,719 | $106,028+91.2% | $146,958+37.9% | $77,643+161.1% |
| Participation rate | 92.6% | 78.4%+14.2pp | 82.2%+10.4pp | 70.6%+22.0pp |
| Annual return | 15.72% | 56.73%-41.0pp | 418.34%-402.6pp | 31.24%-15.5pp |
| Employer contribution / active EE | $4,942 | $4,063+21.6% | $4,933+0.2% | $2,726+81.3% |
| Participant deferral / active EE | $10,119 | $7,990+26.6% | $8,070+25.4% | $4,647+117.7% |
| Admin fee / account holder | $71 | $337-78.8% | $12,998-99.5% | $430-83.4% |