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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASSET STRATEGY CONSULTANTS10+ years Service code 27 · EIN 52-1788440 | Advisory (Plan) | $47,279 |
COHN REZNICK LLP4 years Filed as: COHN REZNICK Service code 49 · EIN 22-1478099 | Other Services | $39,000 |
Filed as: BLUE RIDGE Service code 16 · EIN 13-4238973 | Consulting | $15,474 |
GORDON ASSET MANAGEMENT4 years Filed as: GORDON FEINBLATTROTH Service code 29 · EIN 52-0627715 | Legal | $10,036 |
SMITH & DOWNEY1 year Service code 29 · EIN 52-1839270 | Legal | $934 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,736 | $82,917+87.8% | $103,333+50.7% | $77,643+100.6% |
| Participation rate | 89.6% | 71.6%+18.1pp | 74.5%+15.1pp | 70.6%+19.1pp |
| Annual return | 18.05% | 19.13%-1.1pp | 24.88%-6.8pp | 31.24%-13.2pp |
| Employer contribution / active EE | $3,788 | $3,552+6.7% | $3,868-2.1% | $2,726+39.0% |
| Participant deferral / active EE | $8,553 | $4,108+108.2% | $5,057+69.1% | $4,647+84.0% |
| Admin fee / account holder | $285 | $638-55.3% | $8,355-96.6% | $430-33.7% |