Filed June 19, 2013
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 | $138,252 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $80,700 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $74,602 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,613 | $2,679,533-97.3% | $164,813-55.9% | $199,593-63.6% |
| Participation rate | 90.5% | 78.3%+12.2pp | 78.6%+11.9pp | 72.0%+18.5pp |
| Annual return | 14.41% | 17.93%-3.5pp | 69.93%-55.5pp | 34.25%-19.8pp |
| Employer contribution / active EE | $2,123 | $2,970-28.5% | $4,341-51.1% | $3,034-30.0% |
| Participant deferral / active EE | $7,001 | $5,010+39.8% | $6,031+16.1% | $5,087+37.6% |
| Admin fee / account holder | $141 | $1,982-92.9% | $12,690-98.9% | $269-47.5% |