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 | $261,171 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $161,219 |
NEPC, LLC2 years Service code 16 · EIN 26-1429809 | Consulting | $104,921 |
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 | $244,477 | $130,141+87.9% | $86,677+182.1% | $77,904+213.8% |
| Participation rate | 89.4% | 85.9%+3.5pp | 76.6%+12.8pp | 73.7%+15.7pp |
| Annual return | -11.09% | -12.75%+1.7pp | 35.91%-47.0pp | 12.21%-23.3pp |
| Employer contribution / active EE | $11,270 | $3,220+250.0% | $2,836+297.3% | $2,848+295.8% |
| Participant deferral / active EE | $9,031 | $5,757+56.9% | $4,656+94.0% | $4,806+87.9% |
| Admin fee / account holder | $97 | $132-26.7% | $7,493-98.7% | $133-27.1% |