Filed August 8, 2014
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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $107,611 |
PRECEPT ADVISORY GROUP7 years Filed as: PRECEPT Service code 16 PO BOX 890739 · CHARLOTE, NC 282890739 | Consulting | $87,500 |
BDO USA, LLP4 years Service code 10 · EIN 13-5381590 | Accounting | $29,322 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $9,307 |
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 | $241,656 | $110,299+119.1% | $102,423+135.9% | $199,593+21.1% |
| Participation rate | 89.1% | 86.3%+2.8pp | 76.5%+12.6pp | 72.0%+17.1pp |
| Annual return | 18.51% | 35.73%-17.2pp | 29.32%-10.8pp | 34.25%-15.7pp |
| Employer contribution / active EE | $4,435 | $3,603+23.1% | $3,023+46.7% | $3,034+46.2% |
| Participant deferral / active EE | $10,963 | $6,376+72.0% | $5,053+117.0% | $5,087+115.5% |
| Admin fee / account holder | $87 | $122-29.1% | $9,451-99.1% | $269-67.8% |