Filed May 22, 2018 (most recent of 2 filings on file)
Total covered: 12 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 |
|---|---|---|
MSIIA2 years Service code 16 · EIN 11-3658445 | Consulting | $90,517 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $85,822 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $71,353 |
BDO USA, LLP1 year Filed as: BDO USA PC Service code 10 · EIN 13-5381590 | Accounting | $23,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,660 | $124,732+93.7% | $180,183+34.1% | $85,563+182.4% |
| Participation rate | 88.4% | 83.2%+5.3pp | 77.4%+11.0pp | 66.0%+22.5pp |
| Annual return | 16.44% | 17.73%-1.3pp | 27.86%-11.4pp | 31.51%-15.1pp |
| Employer contribution / active EE | $10,467 | $5,370+94.9% | $5,039+107.7% | $2,654+294.4% |
| Participant deferral / active EE | $21,881 | $7,763+181.9% | $6,822+220.7% | $4,375+400.1% |
| Admin fee / account holder | $195 | $294-33.5% | $19,975-99.0% | $834-76.6% |