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 |
|---|---|---|
SUMMA HEALTH6 years Service code 14 · EIN 34-1887844 | Plan Administrator | $130,974 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,756 |
BDO USA, LLP2 years Service code 10 · EIN 13-5381590 | Accounting | $28,135 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE Service code 25 100 MADISON STREET · SYRACUSE, NY 13202 | Directed Trustee | $0 |
Filed as: FIDELITY INVESTMENT INSTIT OPS CO Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENTS INSIT OPS CO Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENTS INSITI OPS CO. Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENTS INSTIT CO Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENTS INSTIT OOPS CO Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENTS INSTIT OPER CO Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,488 | $69,238+53.8% | $185,823-42.7% | $101,517+4.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.7%+18.3pp | 74.6%+25.4pp |
| Annual return | 15.52% | 21.26%-5.7pp | 122.05%-106.5pp | 21.00%-5.5pp |
| Employer contribution / active EE | $1,874 | $2,104-10.9% | $5,167-63.7% | $2,973-37.0% |
| Participant deferral / active EE | $6,068 | $3,764+61.2% | $5,568+9.0% | $4,873+24.5% |
| Admin fee / account holder | $60 | $66-9.9% | $16,237-99.6% | $139-57.1% |