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 | $990,633 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $859,417 |
CALLAN LLC3 years Service code 27 · EIN 94-2192581 | Advisory (Plan) | $124,527 |
NIXON PEABODY LLP7+ years Service code 29 · EIN 16-0764720 | Legal | $85,271 |
ARONSON LLC1 year Service code 10 · EIN 37-1611326 | Accounting | $52,641 |
CARON & BLETZER, PLLC7+ years Filed as: CARON AND BLETZER Service code 10 · EIN 04-3499945 | Accounting | $27,000 |
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 | $143,582 | $107,662+33.4% | $159,436-9.9% | $106,520+34.8% |
| Participation rate | 65.8% | 69.4%-3.6pp | 82.8%-17.1pp | 71.3%-5.6pp |
| Annual return | 35.66% | 22.17%+13.5pp | 263.57%-227.9pp | 19.28%+16.4pp |
| Employer contribution / active EE | $1,198 | $2,741-56.3% | $4,829-75.2% | $2,840-57.8% |
| Participant deferral / active EE | $7,061 | $6,799+3.8% | $7,352-4.0% | $4,948+42.7% |
| Admin fee / account holder | $118 | $69+71.7% | $10,799-98.9% | $75+58.1% |