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 | $793,330 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $699,794 |
CALLAN LLC2 years Service code 16 · EIN 94-2192581 | Consulting | $90,000 |
NIXON PEABODY LLP6+ years Service code 29 · EIN 16-0764720 | Legal | $76,610 |
CARON & BLETZER, PLLC3 years Service code 29 · EIN 04-3499945 1 LIBRARY LANE · KINGSTON, NH 03848 | Legal | $26,500 |
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 | $138,322 | $97,018+42.6% | $149,696-7.6% | $106,222+30.2% |
| Participation rate | 65.6% | 67.0%-1.4pp | 82.5%-16.9pp | 70.8%-5.3pp |
| Annual return | 21.59% | 24.13%-2.5pp | 276.60%-255.0pp | 21.69%-0.1pp |
| Employer contribution / active EE | $780 | $2,520-69.1% | $4,644-83.2% | $2,723-71.4% |
| Participant deferral / active EE | $6,551 | $5,988+9.4% | $6,842-4.2% | $4,600+42.4% |
| Admin fee / account holder | $117 | $72+63.0% | $9,309-98.7% | $78+49.9% |