Filed October 31, 2013
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 |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $53,627 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $36,779 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $156,296 | $79,171+97.4% | $102,423+52.6% | $74,495+109.8% |
| Participation rate | 94.9% | 74.8%+20.1pp | 76.5%+18.4pp | 67.2%+27.7pp |
| Annual return | 11.82% | 54.93%-43.1pp | 29.32%-17.5pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $2,448 | $2,362+3.6% | $3,023-19.0% | $2,623-6.7% |
| Participant deferral / active EE | $8,389 | $4,415+90.0% | $5,053+66.0% | $4,346+93.0% |
| Admin fee / account holder | $437 | $2,001-78.2% | $9,451-95.4% | $1,942-77.5% |