Filed December 9, 2015 (most recent of 4 filings on file)
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 CO4+ years Service code 37 · EIN 04-2647786 | Loan Processing | $377,406 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISERS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $101,686 |
LPL FINANCIAL4+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $61,346 |
MCSOLEY MCCOY & CO2 years Service code 10 · EIN 03-0032737 | Accounting | $13,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $111,160 | $44,007+152.6% | $154,107-27.9% | $68,904+61.3% |
| Participation rate | 69.6% | 70.0%-0.4pp | 83.0%-13.4pp | 74.1%-4.5pp |
| Annual return | -4.14% | 8.15%-12.3pp | 735.12%-739.3pp | 1.07%-5.2pp |
| Employer contribution / active EE | $4,183 | $1,732+141.6% | $5,298-21.0% | $2,540+64.7% |
| Participant deferral / active EE | $4,370 | $2,813+55.4% | $5,081-14.0% | $4,015+8.8% |
| Admin fee / account holder | -$16 | $65-124.4% | $13,411-100.1% | $71-122.2% |