Filed February 10, 2017
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $65,991 |
MMA SECURITIES LLC5 years Service code 16 · EIN 22-3570392 | Consulting | $10,000 |
CASSELL PLAN AUDITS1 year Filed as: CASSELL PLAN AUDITS, INC Service code 10 · EIN 46-2966358 | Accounting | $8,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,585 | $117,025+36.4% | $91,541+74.3% | $85,563+86.5% |
| Participation rate | 87.2% | 64.2%+23.0pp | 69.8%+17.4pp | 66.0%+21.2pp |
| Annual return | 14.29% | 18.02%-3.7pp | 20.50%-6.2pp | 31.51%-17.2pp |
| Employer contribution / active EE | $2,508 | $2,120+18.3% | $2,505+0.2% | $2,654-5.5% |
| Participant deferral / active EE | $7,871 | $3,446+128.4% | $4,008+96.4% | $4,375+79.9% |
| Admin fee / account holder | $284 | $1,242-77.1% | $6,956-95.9% | $834-65.9% |