Filed July 25, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,152 |
Filed as: SILICON VALLEY ACCOUNTANCY Service code 10 · EIN 77-0573994 | Accounting | $8,100 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$14,872 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,258 | $98,727+116.0% | $113,168+88.4% | $85,563+149.2% |
| Participation rate | 92.8% | 80.8%+12.0pp | 76.6%+16.2pp | 66.0%+26.8pp |
| Annual return | 22.84% | 17.43%+5.4pp | 24.27%-1.4pp | 31.51%-8.7pp |
| Employer contribution / active EE | $5,167 | $2,907+77.8% | $2,975+73.7% | $2,654+94.7% |
| Participant deferral / active EE | $18,712 | $5,424+245.0% | $5,107+266.4% | $4,375+327.7% |
| Admin fee / account holder | $3 | $357-99.3% | $12,068-100.0% | $834-99.7% |