Filed May 12, 2015 (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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,490 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$22,869 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,462 | $113,016+126.0% | $103,476+146.9% | $74,495+242.9% |
| Participation rate | 97.3% | 80.8%+16.5pp | 80.5%+16.8pp | 67.2%+30.1pp |
| Annual return | 19.69% | 23.24%-3.6pp | 23.90%-4.2pp | 1364.94%-1345.3pp |
| Employer contribution / active EE | $6,259 | $4,881+28.2% | $4,672+34.0% | $2,623+138.6% |
| Participant deferral / active EE | $11,686 | $7,279+60.5% | $6,623+76.5% | $4,346+168.9% |
| Admin fee / account holder | $232 | $1,709-86.4% | $9,413-97.5% | $1,942-88.1% |