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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $891,185 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $797,779 |
CALLAN LLC6 years Service code 29 · EIN 94-2192581 | Legal | $180,047 |
NIXON PEABODY LLP10+ years Service code 16 · EIN 16-0764720 | Consulting | $133,414 |
CARON & BLETZER, PLLC10+ years Filed as: CARON AND BLETZER Service code 16 · EIN 04-3499945 | Consulting | $34,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $150,972 | $128,056+17.9% | $146,958+2.7% | $106,382+41.9% |
| Participation rate | 65.2% | 67.2%-2.0pp | 82.2%-16.9pp | 69.9%-4.6pp |
| Annual return | 20.13% | 17.89%+2.2pp | 418.34%-398.2pp | 17.37%+2.8pp |
| Employer contribution / active EE | $2,094 | $3,384-38.1% | $4,933-57.5% | $3,364-37.7% |
| Participant deferral / active EE | $7,974 | $7,674+3.9% | $8,070-1.2% | $5,569+43.2% |
| Admin fee / account holder | $115 | $89+29.2% | $12,998-99.1% | $79+44.5% |