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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $91,250 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,561 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $181,332 | $78,852+130.0% | $76,768+136.2% | $75,289+140.8% |
| Participation rate | 94.8% | 85.0%+9.8pp | 77.0%+17.9pp | 72.4%+22.4pp |
| Annual return | -7.61% | -1.29%-6.3pp | 2.43%-10.0pp | -0.04%-7.6pp |
| Employer contribution / active EE | $10,653 | $2,794+281.2% | $2,485+328.7% | $2,405+343.0% |
| Participant deferral / active EE | $7,732 | $4,800+61.1% | $3,852+100.7% | $3,739+106.8% |
| Admin fee / account holder | $17 | $79-78.9% | $6,675-99.7% | $102-83.7% |