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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $128,725 |
NIXON PEABODY LLP2+ years Service code 16 · EIN 16-0764720 | Consulting | $58,072 |
CARON & BLETZER, PLLC2+ years Filed as: CARON AND BLETZER Service code 10 · EIN 04-3499945 | Accounting | $13,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$84,918 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $80,841 | $86,372-6.4% | $123,892-34.7% | $65,292+23.8% |
| Participation rate | 53.6% | 76.9%-23.3pp | 81.4%-27.8pp | 72.4%-18.8pp |
| Annual return | 12.12% | 11.27%+0.8pp | 47.52%-35.4pp | 11.84%+0.3pp |
| Employer contribution / active EE | $788 | $2,838-72.2% | $4,617-82.9% | $2,302-65.8% |
| Participant deferral / active EE | $5,599 | $5,625-0.5% | $5,984-6.4% | $3,579+56.4% |
| Admin fee / account holder | $37 | $53-29.9% | $8,357-99.6% | $57-35.4% |