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 |
|---|---|---|
Filed as: FIDELITY INV INST OPERATIONS LLC Service code 37 · EIN 04-2647786 | Loan Processing | $59,209 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $47,763 |
MEADEN & MOORE, LTD.3 years Filed as: MEADEN AND MOORE Service code 10 · EIN 34-1818258 | Accounting | $38,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,563 |
FIDUCIENT ADVISORS LLC1 year Service code 28 · EIN 36-4001764 | Investment Management | $26,433 |
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 | $219,761 | $104,697+109.9% | $96,544+127.6% | $80,160+174.2% |
| Participation rate | 99.9% | 86.4%+13.5pp | 76.0%+23.9pp | 72.9%+26.9pp |
| Annual return | 17.12% | 21.78%-4.7pp | 25.84%-8.7pp | 40.38%-23.3pp |
| Employer contribution / active EE | $7,997 | $3,536+126.1% | $2,965+169.7% | $2,978+168.6% |
| Participant deferral / active EE | $9,008 | $6,188+45.6% | $4,851+85.7% | $5,017+79.5% |
| Admin fee / account holder | $60 | $107-44.1% | $8,252-99.3% | $145-58.8% |