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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,053 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $5,280 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$21,914 |
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 | $267,899 | $142,424+88.1% | $100,534+166.5% | $74,304+260.5% |
| Participation rate | 98.6% | 79.6%+19.1pp | 80.6%+18.0pp | 60.3%+38.3pp |
| Annual return | 16.78% | 27.53%-10.7pp | 32.66%-15.9pp | 29.43%-12.6pp |
| Employer contribution / active EE | $6,132 | $5,555+10.4% | $4,346+41.1% | $2,241+173.6% |
| Participant deferral / active EE | $12,829 | $8,247+55.6% | $6,144+108.8% | $3,767+240.5% |
| Admin fee / account holder | $291 | $1,986-85.3% | $7,654-96.2% | $2,969-90.2% |