Filed April 6, 2016 (most recent of 3 filings on file)
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $120,964 |
MEKETA INVESTMENT GROUP4 years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $81,250 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$4,272 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $43,462 | $67,672-35.8% | $155,567-72.1% | $99,061-56.1% |
| Participation rate | 94.2% | 67.2%+27.0pp | 78.2%+16.0pp | 71.6%+22.6pp |
| Annual return | 16.02% | 16.16%-0.1pp | 64.74%-48.7pp | 17.66%-1.6pp |
| Employer contribution / active EE | $1,937 | $2,262-14.4% | $4,674-58.6% | $3,261-40.6% |
| Participant deferral / active EE | $5,428 | $3,827+41.8% | $5,628-3.5% | $5,331+1.8% |
| Admin fee / account holder | $23 | $94-75.2% | $15,916-99.9% | $109-78.7% |