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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $556,224 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $374,696 |
FINANCIAL ENGINES1 year Service code 51 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Investment Mgmt Fees | $167,534 |
NIXON PEABODY LLP4+ years Service code 16 · EIN 16-0764720 | Consulting | $123,286 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $8,513 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,145 | $71,505+45.6% | $123,544-15.7% | $73,367+42.0% |
| Participation rate | 67.6% | 64.9%+2.7pp | 82.3%-14.7pp | 69.5%-1.9pp |
| Annual return | 155.50% | 6.94%+148.6pp | 119.20%+36.3pp | 173.45%-18.0pp |
| Employer contribution / active EE | $1,910 | $2,011-5.0% | $4,628-58.7% | $2,499-23.5% |
| Participant deferral / active EE | $6,319 | $4,928+28.2% | $6,426-1.7% | $4,033+56.7% |
| Admin fee / account holder | $86 | $66+30.1% | $9,284-99.1% | $68+25.5% |