Filed January 22, 2015 (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) | $89,536 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $29,400 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $25,490 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $16,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,351 |
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 | $220,812 | $55,416+298.5% | $75,972+190.6% | $77,643+184.4% |
| Participation rate | 95.8% | 63.6%+32.2pp | 69.1%+26.7pp | 70.6%+25.2pp |
| Annual return | 17.55% | 17.07%+0.5pp | 359.55%-342.0pp | 31.24%-13.7pp |
| Employer contribution / active EE | $15,161 | $1,788+748.1% | $2,685+464.7% | $2,726+456.2% |
| Participant deferral / active EE | $8,776 | $3,447+154.6% | $4,255+106.2% | $4,647+88.8% |
| Admin fee / account holder | $244 | $414-41.0% | $6,467-96.2% | $430-43.2% |