Filed February 25, 2015
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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $242,395 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $50,826 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,480 | $98,727+144.6% | $113,168+113.4% | $85,563+182.2% |
| Participation rate | 97.5% | 80.8%+16.7pp | 76.6%+20.9pp | 66.0%+31.5pp |
| Annual return | 17.90% | 17.43%+0.5pp | 24.27%-6.4pp | 31.51%-13.6pp |
| Employer contribution / active EE | $8,308 | $2,907+185.8% | $2,975+179.3% | $2,654+213.1% |
| Participant deferral / active EE | $15,866 | $5,424+192.5% | $5,107+210.7% | $4,375+262.6% |
| Admin fee / account holder | $208 | $357-41.7% | $12,068-98.3% | $834-75.1% |