Filed August 15, 2018 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $268,548 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $208,498 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $97,500 |
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 | $161,228 | $122,693+31.4% | $184,203-12.5% | $199,593-19.2% |
| Participation rate | 86.8% | 86.8%0pp | 86.8%-0.1pp | 72.0%+14.8pp |
| Annual return | 19.74% | 143.91%-124.2pp | 28.81%-9.1pp | 34.25%-14.5pp |
| Employer contribution / active EE | $3,872 | $4,584-15.5% | $6,427-39.8% | $3,034+27.6% |
| Participant deferral / active EE | $8,298 | $7,990+3.9% | $9,131-9.1% | $5,087+63.1% |
| Admin fee / account holder | $133 | $121+10.5% | $13,901-99.0% | $269-50.4% |