Filed June 30, 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 |
|---|---|---|
ASSET STRATEGY CONSULTANTS1+ years Service code 16 · EIN 52-1788440 | Consulting | $25,146 |
Filed as: FIDELITY INVESTMENTS INST OPS Service code 25 · EIN 04-2647786 | Directed Trustee | $10,335 |
GORDON FEINBLATT LLC1+ years Service code 29 · EIN 52-0627715 | Legal | $5,448 |
Filed as: FIDEITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTEMENTS Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,126 | $50,464+165.8% | $75,781+77.0% | $52,331+156.3% |
| Participation rate | 86.9% | 66.8%+20.1pp | 75.8%+11.1pp | 68.1%+18.8pp |
| Annual return | 3.50% | 1.03%+2.5pp | 9.68%-6.2pp | 4.54%-1.0pp |
| Employer contribution / active EE | $1,393 | $1,988-29.9% | $3,323-58.1% | $1,882-26.0% |
| Participant deferral / active EE | $5,935 | $2,570+130.9% | $3,651+62.5% | $3,022+96.4% |
| Admin fee / account holder | $231 | $1,103-79.1% | $5,299-95.6% | $592-61.0% |