Filed June 23, 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) | $152,668 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$272,155 |
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 | $148,709 | $122,693+21.2% | $184,203-19.3% | $199,593-25.5% |
| Participation rate | 96.5% | 86.8%+9.7pp | 86.8%+9.7pp | 72.0%+24.6pp |
| Annual return | 15.45% | 143.91%-128.5pp | 28.81%-13.4pp | 34.25%-18.8pp |
| Employer contribution / active EE | $6,040 | $4,584+31.7% | $6,427-6.0% | $3,034+99.0% |
| Participant deferral / active EE | $11,344 | $7,990+42.0% | $9,131+24.2% | $5,087+123.0% |
| Admin fee / account holder | $33 | $121-72.6% | $13,901-99.8% | $269-87.7% |