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 CONSULTANTS9+ years Service code 27 · EIN 52-1788440 | Advisory (Plan) | $39,808 |
GORDON ASSET MANAGEMENT3 years Filed as: GORDON FEINBLATTROTH Service code 29 · EIN 52-0627715 | Legal | $10,493 |
Filed as: BLUE RIDGE Service code 49 · EIN 13-4238973 | Other Services | $7,129 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,373 | $92,971+114.4% | $96,683+106.2% | $74,419+167.9% |
| Participation rate | 89.5% | 71.5%+17.9pp | 74.3%+15.1pp | 70.7%+18.7pp |
| Annual return | 23.74% | 37.49%-13.8pp | 35.69%-12.0pp | 34.38%-10.6pp |
| Employer contribution / active EE | $3,244 | $3,426-5.3% | $3,737-13.2% | $2,637+23.0% |
| Participant deferral / active EE | $7,916 | $3,970+99.4% | $4,878+62.3% | $4,528+74.8% |
| Admin fee / account holder | $205 | $633-67.6% | $6,730-97.0% | $348-41.0% |