Filed January 24, 2014 (most recent of 5 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $713,479 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $51,807 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $94,048 | $73,283+28.3% | $155,509-39.5% | $106,382-11.6% |
| Participation rate | 89.9% | 73.3%+16.6pp | 78.2%+11.7pp | 69.9%+20.0pp |
| Annual return | 16.07% | 15.77%+0.3pp | 64.67%-48.6pp | 17.37%-1.3pp |
| Employer contribution / active EE | $4,134 | $2,247+83.9% | $4,672-11.5% | $3,364+22.9% |
| Participant deferral / active EE | $7,390 | $4,580+61.3% | $5,626+31.3% | $5,569+32.7% |
| Admin fee / account holder | $40 | $56-29.2% | $15,912-99.8% | $79-49.8% |