Filed June 7, 2014 (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 |
|---|---|---|
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,172 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$11,121 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,883 | $88,890+141.7% | $102,423+109.8% | $77,643+176.8% |
| Participation rate | 90.8% | 80.9%+9.8pp | 76.5%+14.3pp | 70.6%+20.2pp |
| Annual return | 20.27% | 24.98%-4.7pp | 29.32%-9.1pp | 31.24%-11.0pp |
| Employer contribution / active EE | $3,961 | $2,698+46.8% | $3,023+31.0% | $2,726+45.3% |
| Participant deferral / active EE | $9,181 | $5,145+78.4% | $5,053+81.7% | $4,647+97.6% |
| Admin fee / account holder | $107 | $235-54.7% | $9,451-98.9% | $430-75.2% |