Filed February 17, 2016 (most recent of 2 filings on file)
Total covered: 7 employees
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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,285 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,291 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,752 | $46,292+65.8% | $143,757-46.6% | $64,808+18.4% |
| Participation rate | 88.5% | 64.2%+24.3pp | 80.3%+8.2pp | 71.5%+17.1pp |
| Annual return | -18.57% | -10.05%-8.5pp | -0.04%-18.5pp | 32.82%-51.4pp |
| Employer contribution / active EE | $4,831 | $1,910+153.0% | $4,951-2.4% | $2,506+92.8% |
| Participant deferral / active EE | $8,294 | $2,646+213.5% | $5,637+47.1% | $4,310+92.4% |
| Admin fee / account holder | $6 | $154-95.9% | $14,673-100.0% | $188-96.6% |