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 CONSULTANTS8+ years Service code 27 · EIN 52-1788440 | Advisory (Plan) | $43,142 |
COHN REZNICK LLP2 years Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $18,000 |
GORDON ASSET MANAGEMENT2 years Filed as: GORDON FEINBLATTROTH Service code 29 · EIN 52-0627715 | Legal | $13,857 |
Filed as: BLUE RIDGE Service code 49 · EIN 13-4238973 | Other Services | $5,703 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVESTMENTS INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | -$22,296 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,196 | $106,236+32.0% | $112,228+24.9% | $64,808+116.3% |
| Participation rate | 91.3% | 71.7%+19.6pp | 75.1%+16.2pp | 71.5%+19.8pp |
| Annual return | -18.01% | -6.02%-12.0pp | 27.45%-45.5pp | 32.82%-50.8pp |
| Employer contribution / active EE | $3,946 | $3,166+24.6% | $3,635+8.6% | $2,506+57.5% |
| Participant deferral / active EE | $8,435 | $3,785+122.8% | $4,728+78.4% | $4,310+95.7% |
| Admin fee / account holder | $177 | $452-60.8% | $6,410-97.2% | $188-5.8% |