Filed April 8, 2014 (most recent of 4 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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $82,944 |
Filed as: FIDELITY INV INST OPERATIONS LLC Service code 37 · EIN 04-2647786 | Loan Processing | $26,753 |
MEADEN & MOORE, LTD.4 years Filed as: MEADEN AND MOORE Service code 10 · EIN 34-1818258 | Accounting | $15,900 |
Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $12,400 |
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 | $243,352 | $110,299+120.6% | $102,423+137.6% | $199,593+21.9% |
| Participation rate | 99.9% | 86.3%+13.6pp | 76.5%+23.4pp | 72.0%+27.9pp |
| Annual return | 13.47% | 35.73%-22.3pp | 29.32%-15.9pp | 34.25%-20.8pp |
| Employer contribution / active EE | $7,611 | $3,603+111.2% | $3,023+151.7% | $3,034+150.8% |
| Participant deferral / active EE | $9,996 | $6,376+56.8% | $5,053+97.8% | $5,087+96.5% |
| Admin fee / account holder | $44 | $122-64.4% | $9,451-99.5% | $269-83.8% |