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 | $209,639 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $64,379 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $24,800 |
MEADEN & MOORE, LTD.4 years Filed as: MEADEN AND MOORE Service code 10 · EIN 34-1818258 | Accounting | $14,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,237 | $110,299+9.9% | $102,423+18.4% | $199,593-39.3% |
| Participation rate | 98.8% | 86.3%+12.5pp | 76.5%+22.3pp | 72.0%+26.8pp |
| Annual return | 13.04% | 35.73%-22.7pp | 29.32%-16.3pp | 34.25%-21.2pp |
| Employer contribution / active EE | $3,105 | $3,603-13.8% | $3,023+2.7% | $3,034+2.3% |
| Participant deferral / active EE | $6,703 | $6,376+5.1% | $5,053+32.7% | $5,087+31.8% |
| Admin fee / account holder | $63 | $122-48.6% | $9,451-99.3% | $269-76.6% |