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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $43,242 |
RVK, INC.4 years Filed as: R.V. KUHNS & ASSOCIATES, INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $10,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$31,574 |
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 | $171,030 | $131,799+29.8% | $200,582-14.7% | $85,563+99.9% |
| Participation rate | 96.7% | 87.9%+8.7pp | 86.9%+9.8pp | 66.0%+30.7pp |
| Annual return | 18.07% | 21.59%-3.5pp | 42.33%-24.3pp | 31.51%-13.4pp |
| Employer contribution / active EE | $7,472 | $4,532+64.9% | $6,419+16.4% | $2,654+181.6% |
| Participant deferral / active EE | $9,803 | $7,702+27.3% | $9,331+5.1% | $4,375+124.0% |
| Admin fee / account holder | $31 | $235-86.8% | $16,305-99.8% | $834-96.3% |