Filed June 14, 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 12 · EIN 04-2647786 | Securities brokerage commissions and ... | $266,011 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $68,764 |
Filed as: GALLAGHER BENEFIT SERVICES, INC Service code 16 · EIN 36-4291971 | Consulting | $60,000 |
BAKER TILLY US, LLP1 year Service code 10 P O BOX 7398 · MADISON, WI 53707 | Accounting | $27,850 |
HAWLEY TROXELL3 years Service code 29 · EIN 82-0259668 | Legal | $23,605 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $13,905 |
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 | $98,440 | $67,679+45.5% | $155,509-36.7% | $99,062-0.6% |
| Participation rate | 46.4% | 67.2%-20.8pp | 78.2%-31.8pp | 71.6%-25.2pp |
| Annual return | 16.37% | 16.16%+0.2pp | 64.67%-48.3pp | 17.66%-1.3pp |
| Employer contribution / active EE | $1,390 | $2,268-38.7% | $4,672-70.3% | $3,262-57.4% |
| Participant deferral / active EE | $3,258 | $3,828-14.9% | $5,626-42.1% | $5,331-38.9% |
| Admin fee / account holder | $77 | $94-17.7% | $15,912-99.5% | $109-29.3% |