Filed April 22, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $181,148 |
Filed as: CONCURRENT INVESTMENT ADVISORS, LL Service code 16 · EIN 92-1819393 | Consulting | $50,787 |
CROWE LLP7 years Service code 10 · EIN 35-0921680 | Accounting | $17,100 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,433 | $110,299-58.8% | $102,423-55.6% | $199,593-77.2% |
| Participation rate | 88.5% | 86.3%+2.2pp | 76.5%+12.0pp | 72.0%+16.5pp |
| Annual return | 12.65% | 35.73%-23.1pp | 29.32%-16.7pp | 34.25%-21.6pp |
| Employer contribution / active EE | $1,743 | $3,603-51.6% | $3,023-42.4% | $3,034-42.6% |
| Participant deferral / active EE | $3,901 | $6,376-38.8% | $5,053-22.8% | $5,087-23.3% |
| Admin fee / account holder | $133 | $122+9.0% | $9,451-98.6% | $269-50.4% |