Filed August 8, 2013
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 |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $30,458 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $28,717 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,234 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,532 | $102,204-18.3% | $145,661-42.7% | $85,563-2.4% |
| Participation rate | 88.0% | 70.6%+17.4pp | 77.2%+10.8pp | 66.0%+22.0pp |
| Annual return | 15.94% | 16.68%-0.7pp | 101.46%-85.5pp | 31.51%-15.6pp |
| Employer contribution / active EE | $678 | $3,600-81.2% | $4,238-84.0% | $2,654-74.4% |
| Participant deferral / active EE | $5,411 | $5,729-5.5% | $7,198-24.8% | $4,375+23.7% |
| Admin fee / account holder | $228 | $647-64.7% | $12,466-98.2% | $834-72.6% |