Filed September 26, 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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,535 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$1,122,538 |
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 | $206,011 | $115,744+78.0% | $100,391+105.2% | $199,593+3.2% |
| Participation rate | 96.3% | 85.7%+10.6pp | 81.5%+14.8pp | 72.0%+24.3pp |
| Annual return | 19.40% | 17.79%+1.6pp | 49.20%-29.8pp | 34.25%-14.9pp |
| Employer contribution / active EE | $4,187 | $3,657+14.5% | $3,942+6.2% | $3,034+38.0% |
| Participant deferral / active EE | $12,317 | $9,844+25.1% | $8,082+52.4% | $5,087+142.1% |
| Admin fee / account holder | -$360 | $93-487.6% | $7,899-104.6% | $269-233.9% |