Filed February 21, 2019
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 |
|---|---|---|
Filed as: FIDELITY INV INSTITUTIONAL OP CO IN Service code 37 · EIN 04-2647786 | Loan Processing | $1,062,204 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,029,057 |
GROOM LAW GROUP6+ years Service code 29 · EIN 52-1219029 | Legal | $340,821 |
RVK, INC.6+ years Filed as: RV KUHNS Service code 16 · EIN 93-0910652 | Consulting | $85,683 |
ADP BROKER-DEALER6+ years Filed as: ADP Service code 15 · EIN 13-3036745 | Recordkeeping | $35,035 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,358 | $164,350+5.5% | $95,952+80.7% | $106,222+63.2% |
| Participation rate | 96.4% | 90.5%+5.9pp | 77.1%+19.3pp | 70.8%+25.6pp |
| Annual return | 19.59% | 14.56%+5.0pp | 91.61%-72.0pp | 21.69%-2.1pp |
| Employer contribution / active EE | $5,938 | $4,292+38.4% | $2,541+133.7% | $2,723+118.0% |
| Participant deferral / active EE | $9,081 | $7,854+15.6% | $4,167+117.9% | $4,600+97.4% |
| Admin fee / account holder | $80 | $65+22.0% | $6,795-98.8% | $78+1.9% |