Filed July 1, 2013 (most recent of 4 filings on file)
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $186,499 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $75,436 |
FORVIS MAZARS, LLP3 years Filed as: FORVIS MAZARS Service code 16 · EIN 44-0160260 | Consulting | $13,650 |
Form 5500 reported that benefits due were not provided when due.
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 | $123,459 | $103,641+19.1% | $107,525+14.8% | $102,872+20.0% |
| Participation rate | 95.0% | 79.4%+15.6pp | 75.1%+19.9pp | 73.0%+21.9pp |
| Annual return | 19.87% | 13.08%+6.8pp | 181.32%-161.4pp | 19.06%+0.8pp |
| Employer contribution / active EE | $1,533 | $5,096-69.9% | $3,754-59.1% | $3,526-56.5% |
| Participant deferral / active EE | $11,424 | $3,789+201.5% | $5,116+123.3% | $5,535+106.4% |
| Admin fee / account holder | $111 | $276-60.0% | $8,919-98.8% | $292-62.2% |