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 | $35,241 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,065 |
MCSOLEY MCCOY & CO3 years Service code 10 · EIN 03-0327374 | Accounting | $12,000 |
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 | $106,232 | $50,815+109.1% | $155,509-31.7% | $77,643+36.8% |
| Participation rate | 67.6% | 63.1%+4.5pp | 78.2%-10.6pp | 70.6%-2.9pp |
| Annual return | 12.07% | 34.80%-22.7pp | 64.67%-52.6pp | 31.24%-19.2pp |
| Employer contribution / active EE | $1,799 | $1,993-9.7% | $4,672-61.5% | $2,726-34.0% |
| Participant deferral / active EE | $4,601 | $2,822+63.0% | $5,626-18.2% | $4,647-1.0% |
| Admin fee / account holder | $119 | $437-72.6% | $15,912-99.2% | $430-72.3% |