Filed March 14, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $871,242 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $239,677 |
CALLAN LLC1 year Filed as: CALLAN HOLDINGS, LLC Service code 27 · EIN 82-2748926 | Advisory (Plan) | $104,393 |
NIXON PEABODY LLP11+ years Service code 29 · EIN 16-0764720 | Legal | $95,317 |
CARON & BLETZER, PLLC11+ years Filed as: CARON AND BLETZER Service code 10 · EIN 04-3499945 | Accounting | $38,481 |
CALLAN LLC7 years Service code 27 · EIN 94-2192581 | Advisory (Plan) | $34,798 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $180,484 | $140,769+28.2% | $150,045+20.3% | $140,769+28.2% |
| Participation rate | 64.5% | 74.2%-9.6pp | 82.3%-17.8pp | 74.2%-9.6pp |
| Annual return | 17.09% | 16.82%+0.3pp | 62.55%-45.5pp | 16.82%+0.3pp |
| Employer contribution / active EE | $2,165 | $3,906-44.6% | $4,693-53.9% | $3,906-44.6% |
| Participant deferral / active EE | $8,203 | $6,717+22.1% | $7,997+2.6% | $6,717+22.1% |
| Admin fee / account holder | $113 | $229-50.6% | $13,435-99.2% | $229-50.6% |