Filed August 26, 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 6-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.2+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $249,354 |
MERCER2+ years Service code 16 · EIN 61-0736136 | Consulting | $70,182 |
Filed as: FIDELITY INVEST INST OP CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $51,045 |
ERNST & YOUNG LLP2+ years Filed as: ERNST & YOUNG Service code 16 · EIN 34-6565596 | Consulting | $34,991 |
BAKER & HOSTETLER LLP2+ years Filed as: BAKER AND HOSTETLER Service code 16 · EIN 34-0082025 | Consulting | $9,497 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,317 | $88,581+59.5% | $74,183+90.5% | $65,292+116.4% |
| Participation rate | 77.8% | 86.2%-8.4pp | 76.6%+1.1pp | 72.4%+5.3pp |
| Annual return | 9.40% | 11.72%-2.3pp | 17.74%-8.3pp | 11.84%-2.4pp |
| Employer contribution / active EE | $3,470 | $3,021+14.9% | $2,370+46.4% | $2,302+50.7% |
| Participant deferral / active EE | $6,178 | $4,898+26.1% | $3,550+74.0% | $3,579+72.6% |
| Admin fee / account holder | $68 | $60+14.1% | $5,586-98.8% | $57+18.9% |