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 | $701,841 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $277,565 |
NEPC, LLC2 years Service code 16 · EIN 26-1429809 | Consulting | $71,333 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $88,291 | $138,331-36.2% | $86,677+1.9% | $89,394-1.2% |
| Participation rate | 75.9% | 88.9%-13.0pp | 76.6%-0.7pp | 71.3%+4.6pp |
| Annual return | -13.61% | -11.72%-1.9pp | 35.91%-49.5pp | -11.89%-1.7pp |
| Employer contribution / active EE | $404 | $4,812-91.6% | $2,836-85.8% | $3,022-86.6% |
| Participant deferral / active EE | $5,257 | $8,027-34.5% | $4,656+12.9% | $5,123+2.6% |
| Admin fee / account holder | $88 | $64+36.8% | $7,493-98.8% | $79+10.4% |