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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $178,645 |
Filed as: CONCURRENT INVESTMENT ADVISORS, LL Service code 16 · EIN 92-1819393 | Consulting | $51,519 |
CROWE LLP8 years Service code 16 · EIN 35-0921680 | Consulting | $17,900 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,955 | $128,899-62.0% | $113,168-56.7% | $102,872-52.4% |
| Participation rate | 89.3% | 87.0%+2.3pp | 76.6%+12.7pp | 73.0%+16.3pp |
| Annual return | 17.97% | 15.88%+2.1pp | 24.27%-6.3pp | 19.06%-1.1pp |
| Employer contribution / active EE | $1,836 | $3,713-50.6% | $2,975-38.3% | $3,526-47.9% |
| Participant deferral / active EE | $4,279 | $6,787-36.9% | $5,107-16.2% | $5,535-22.7% |
| Admin fee / account holder | $128 | $129-0.9% | $12,068-98.9% | $292-56.1% |