Filed March 31, 2016 (most recent of 5 filings on file)
Total covered: 212 employees
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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $165,184 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $121,884 |
NEPC, LLC4 years Service code 16 · EIN 26-1429809 | Consulting | $84,575 |
BUCK GLOBAL, LLC4 years Filed as: BUCK GLOBAL LLC Service code 16 · EIN 83-1116912 | Consulting | $52,258 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $318,760 | $110,299+189.0% | $102,423+211.2% | $199,593+59.7% |
| Participation rate | 91.9% | 86.3%+5.7pp | 76.5%+15.5pp | 72.0%+20.0pp |
| Annual return | 8.52% | 35.73%-27.2pp | 29.32%-20.8pp | 34.25%-25.7pp |
| Employer contribution / active EE | $12,968 | $3,603+259.9% | $3,023+328.9% | $3,034+327.4% |
| Participant deferral / active EE | $10,800 | $6,376+69.4% | $5,053+113.7% | $5,087+112.3% |
| Admin fee / account holder | $84 | $122-31.6% | $9,451-99.1% | $269-68.9% |