Filed October 25, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 | $94,929 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $76,730 |
STIFEL NICOLAUS & CO INC3 years Filed as: STIFEL PEARLSTREET INVESTMENT MGMT Service code 27 · EIN 43-0538770 | Advisory (Plan) | $75,000 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $30,392 |
ALIGHT SOLUTIONS LLC1 year Service code 16 · EIN 82-1061233 | Consulting | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,535 | $117,238+7.9% | $87,100+45.3% | $82,204+53.9% |
| Participation rate | 25.3% | 87.2%-61.9pp | 76.9%-51.6pp | 73.4%-48.1pp |
| Annual return | 23.22% | 25.80%-2.6pp | 28.19%-5.0pp | 26.31%-3.1pp |
| Employer contribution / active EE | $2,368 | $3,535-33.0% | $2,521-6.1% | $2,707-12.5% |
| Participant deferral / active EE | $3,169 | $5,976-47.0% | $4,049-21.7% | $4,246-25.4% |
| Admin fee / account holder | $103 | $81+26.3% | $7,497-98.6% | $76+35.8% |