Filed March 11, 2016
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,778 |
MCSOLEY MCCOY & CO1 year Service code 27 · EIN 03-0327374 | Advisory (Plan) | $10,880 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $88,097 | $46,292+90.3% | $143,757-38.7% | $64,808+35.9% |
| Participation rate | 65.2% | 64.2%+1.0pp | 80.3%-15.1pp | 71.5%-6.3pp |
| Annual return | -14.67% | -10.05%-4.6pp | -0.04%-14.6pp | 32.82%-47.5pp |
| Employer contribution / active EE | $1,430 | $1,910-25.1% | $4,951-71.1% | $2,506-43.0% |
| Participant deferral / active EE | $3,970 | $2,646+50.0% | $5,637-29.6% | $4,310-7.9% |
| Admin fee / account holder | $116 | $154-24.7% | $14,673-99.2% | $188-38.4% |