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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $852,047 |
Service code 37 · EIN 04-2647786 | Loan Processing | $320,597 |
NIXON PEABODY LLP9+ years Service code 29 · EIN 16-0764720 | Legal | $81,973 |
CALLAN LLC5 years Service code 29 · EIN 94-2192581 | Legal | $65,564 |
CARON & BLETZER, PLLC9+ years Filed as: CARON AND BLETZER Service code 10 · EIN 04-3499945 | Accounting | $31,500 |
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 | $132,061 | $106,994+23.4% | $135,903-2.8% | $96,393+37.0% |
| Participation rate | 71.4% | 72.5%-1.2pp | 81.9%-10.5pp | 71.3%+0.1pp |
| Annual return | 24.32% | 26.64%-2.3pp | 68.23%-43.9pp | 22.88%+1.4pp |
| Employer contribution / active EE | $2,392 | $3,391-29.5% | $4,856-50.7% | $3,238-26.1% |
| Participant deferral / active EE | $8,718 | $7,968+9.4% | $7,758+12.4% | $5,455+59.8% |
| Admin fee / account holder | $97 | $79+22.8% | $10,762-99.1% | $74+31.4% |