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 Service code 27 · EIN 04-2654524 | Advisory (Plan) | $287,093 |
ERNST & YOUNG LLP4+ years Filed as: ERNST & YOUNG Service code 16 · EIN 34-6565596 | Consulting | $26,775 |
MERCER4+ years Service code 16 · EIN 61-0736136 | Consulting | $9,168 |
Filed as: FIDELITY INVEST INST OP CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $144,394 | $96,261+50.0% | $76,768+88.1% | $68,904+109.6% |
| Participation rate | 79.8% | 87.0%-7.2pp | 77.0%+2.9pp | 74.1%+5.7pp |
| Annual return | -12.38% | -0.85%-11.5pp | 2.43%-14.8pp | 1.07%-13.4pp |
| Employer contribution / active EE | $4,186 | $3,303+26.7% | $2,485+68.5% | $2,540+64.8% |
| Participant deferral / active EE | $7,063 | $5,537+27.6% | $3,852+83.4% | $4,015+75.9% |
| Admin fee / account holder | $49 | $73-33.4% | $6,675-99.3% | $71-31.9% |