Filed April 22, 2014 (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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,394 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $28,759 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,251 | $131,153-3.7% | $101,326+24.6% | $102,872+22.7% |
| Participation rate | 82.7% | 80.8%+1.9pp | 81.5%+1.2pp | 73.0%+9.6pp |
| Annual return | 20.45% | 23.05%-2.6pp | 36.82%-16.4pp | 19.06%+1.4pp |
| Employer contribution / active EE | $3,688 | $3,900-5.4% | $3,665+0.6% | $3,526+4.6% |
| Participant deferral / active EE | $11,675 | $10,801+8.1% | $7,994+46.0% | $5,535+110.9% |
| Admin fee / account holder | $27 | $140-80.8% | $11,185-99.8% | $292-90.8% |