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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,650 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$26,084 |
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 | $111,677 | $50,815+119.8% | $155,509-28.2% | $77,643+43.8% |
| Participation rate | 89.0% | 63.1%+25.9pp | 78.2%+10.8pp | 70.6%+18.4pp |
| Annual return | 17.66% | 34.80%-17.1pp | 64.67%-47.0pp | 31.24%-13.6pp |
| Employer contribution / active EE | $5,678 | $1,993+184.9% | $4,672+21.5% | $2,726+108.3% |
| Participant deferral / active EE | $9,058 | $2,822+221.0% | $5,626+61.0% | $4,647+94.9% |
| Admin fee / account holder | -$1 | $437-100.3% | $15,912-100.0% | $430-100.3% |