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 | $203,375 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $143,312 |
NEPC, LLC3 years Service code 16 · EIN 26-1429809 | Consulting | $73,473 |
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 | $303,646 | $104,697+190.0% | $96,544+214.5% | $80,160+278.8% |
| Participation rate | 92.6% | 86.4%+6.2pp | 76.0%+16.6pp | 72.9%+19.6pp |
| Annual return | 29.88% | 21.78%+8.1pp | 25.84%+4.0pp | 40.38%-10.5pp |
| Employer contribution / active EE | $12,620 | $3,536+256.9% | $2,965+325.6% | $2,978+323.8% |
| Participant deferral / active EE | $10,233 | $6,188+65.4% | $4,851+111.0% | $5,017+104.0% |
| Admin fee / account holder | $78 | $107-26.6% | $8,252-99.1% | $145-45.9% |