Filed November 27, 2013 (most recent of 5 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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,860 |
RVK, INC.3 years Filed as: R.V. KUHNS & ASSOCIATES, INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $10,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$27,733 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,304 | $129,021+20.4% | $184,203-15.7% | $77,643+100.0% |
| Participation rate | 97.6% | 87.3%+10.3pp | 86.8%+10.8pp | 70.6%+27.1pp |
| Annual return | 15.24% | 33.27%-18.0pp | 28.81%-13.6pp | 31.24%-16.0pp |
| Employer contribution / active EE | $7,526 | $4,413+70.5% | $6,427+17.1% | $2,726+176.1% |
| Participant deferral / active EE | $9,409 | $7,297+28.9% | $9,131+3.0% | $4,647+102.5% |
| Admin fee / account holder | $17 | $254-93.2% | $13,901-99.9% | $430-96.0% |