Filed August 28, 2014
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $56,843 |
Filed as: INTELLICENTS INVEST SOLUTIONS INC Service code 27 · EIN 41-1812533 | Advisory (Plan) | $31,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$86,211 |
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 | $181,948 | $119,446+52.3% | $150,045+21.3% | $85,563+112.6% |
| Participation rate | 95.3% | 75.4%+19.8pp | 82.3%+12.9pp | 66.0%+29.3pp |
| Annual return | 16.09% | 23.72%-7.6pp | 62.55%-46.5pp | 31.51%-15.4pp |
| Employer contribution / active EE | $1,480 | $4,078-63.7% | $4,693-68.5% | $2,654-44.2% |
| Participant deferral / active EE | $11,576 | $7,985+45.0% | $7,997+44.8% | $4,375+164.6% |
| Admin fee / account holder | $2 | $548-99.7% | $13,435-100.0% | $834-99.8% |