Filed September 27, 2013 (most recent of 3 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.8 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,422,564 |
Filed as: FIDELITY INV. INST. OPS. CO Service code 37 · EIN 04-2647786 | Loan Processing | $352,120 |
VERRILL DANA LLP4 years Filed as: VERRILL & DANA Service code 29 · EIN 01-0176171 | Legal | $47,060 |
Filed as: FIDELITY HEALTH INSURANCE SERVICES Service code 13 · EIN 47-2554588 | Contract Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,449 | $182,927+23.2% | $200,582+12.4% | $117,739+91.5% |
| Participation rate | 98.8% | 92.5%+6.3pp | 86.9%+11.9pp | 76.6%+22.1pp |
| Annual return | 17.31% | 15.76%+1.5pp | 42.33%-25.0pp | 17.29%0pp |
| Employer contribution / active EE | $8,553 | $5,985+42.9% | $6,419+33.3% | $3,746+128.3% |
| Participant deferral / active EE | $7,901 | $9,711-18.6% | $9,331-15.3% | $6,128+28.9% |
| Admin fee / account holder | $146 | $95+54.1% | $16,305-99.1% | $112+30.8% |