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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,768 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,453 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,137 | $57,831+119.8% | $82,389+54.3% | $85,563+48.6% |
| Participation rate | 85.5% | 55.0%+30.5pp | 69.5%+15.9pp | 66.0%+19.5pp |
| Annual return | 18.60% | 17.86%+0.7pp | 28.67%-10.1pp | 31.51%-12.9pp |
| Employer contribution / active EE | $4,057 | $1,643+146.9% | $2,517+61.2% | $2,654+52.9% |
| Participant deferral / active EE | $7,597 | $3,118+143.7% | $4,155+82.9% | $4,375+73.6% |
| Admin fee / account holder | $53 | $1,391-96.2% | $7,231-99.3% | $834-93.7% |