Filed April 18, 2016 (most recent of 4 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 |
|---|---|---|
FID INV INST OPS CO3 years Service code 15 · EIN 04-2647786 | Recordkeeping | $559,004 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $97,145 |
Service code 10 · EIN 93-1238515 | Accounting | $75,000 |
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 | $97,886 | $69,238+41.4% | $185,823-47.3% | $101,517-3.6% |
| Participation rate | 87.9% | 73.5%+14.4pp | 81.7%+6.2pp | 74.6%+13.4pp |
| Annual return | 15.94% | 21.26%-5.3pp | 122.05%-106.1pp | 21.00%-5.1pp |
| Employer contribution / active EE | $3,852 | $2,104+83.0% | $5,167-25.5% | $2,973+29.6% |
| Participant deferral / active EE | $6,210 | $3,764+65.0% | $5,568+11.5% | $4,873+27.4% |
| Admin fee / account holder | $107 | $66+61.5% | $16,237-99.3% | $139-23.2% |