Filed December 14, 2015
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 ADVISORS, INC Service code 10 · EIN 04-2654524 | Accounting | $159,452 |
SUMMA HEALTH2 years Service code 29 · EIN 34-1887844 | Legal | $23,100 |
OXFORD GLOBAL RESOURCES1 year Filed as: OXFORD GLOBAL RESOURCES, LLC Service code 16 · EIN 04-2838827 | Consulting | $4,200 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Filed as: FIDELITY INVESTMENTS ISTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Filed as: MASSMUTUAL LIFE INS. CO Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Filed as: FIDELITRY INVESTMENTS INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$209,619 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,549 | $48,835+50.6% | $170,442-56.8% | $177,276-58.5% |
| Participation rate | 73.2% | 72.1%+1.1pp | 83.6%-10.4pp | 74.8%-1.7pp |
| Annual return | 19.82% | 19.44%+0.4pp | 205.93%-186.1pp | 21.25%-1.4pp |
| Employer contribution / active EE | $1,112 | $1,798-38.2% | $5,433-79.5% | $2,479-55.1% |
| Participant deferral / active EE | $3,282 | $2,757+19.0% | $4,939-33.6% | $3,881-15.4% |
| Admin fee / account holder | $36 | $52-31.1% | $13,880-99.7% | $154-76.8% |