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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $125,624 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL PEARLSTREET INVESTMENT MGT. Service code 27 · EIN 43-0538770 | Advisory (Plan) | $75,000 |
BDO USA, LLP4 years Service code 10 · EIN 13-5381590 | Accounting | $24,285 |
Filed as: FIDELITY INV. INST. OPER. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $10,279 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $68,595 | $106,087-35.3% | $86,677-20.9% | $78,044-12.1% |
| Participation rate | 60.5% | 89.6%-29.1pp | 76.6%-16.1pp | 74.4%-13.9pp |
| Annual return | -16.74% | -14.87%-1.9pp | 35.91%-52.7pp | 10.87%-27.6pp |
| Employer contribution / active EE | $2,086 | $4,110-49.3% | $2,836-26.5% | $3,125-33.2% |
| Participant deferral / active EE | $3,453 | $6,851-49.6% | $4,656-25.8% | $5,084-32.1% |
| Admin fee / account holder | $68 | $81-16.7% | $7,493-99.1% | $79-14.3% |