Filed January 1, 2016 (most recent of 2 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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,373 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $13,527 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,298 | $55,416+106.3% | $75,972+50.4% | $77,643+47.2% |
| Participation rate | 86.6% | 63.6%+23.0pp | 69.1%+17.5pp | 70.6%+16.0pp |
| Annual return | 15.73% | 17.07%-1.3pp | 359.55%-343.8pp | 31.24%-15.5pp |
| Employer contribution / active EE | $3,929 | $1,788+119.8% | $2,685+46.3% | $2,726+44.1% |
| Participant deferral / active EE | $7,598 | $3,447+120.4% | $4,255+78.6% | $4,647+63.5% |
| Admin fee / account holder | $46 | $414-88.9% | $6,467-99.3% | $430-89.3% |