Filed May 5, 2015
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 |
|---|---|---|
KPMG LLP1 year Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $68,750 |
BENEFITS FUNDING SERVICES GROUP2+ years Filed as: BENEFITS FUNDING Service code 16 · EIN 20-8532658 | Consulting | $30,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,117 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$24,888 |
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 | $98,289 | $61,125+60.8% | $108,579-9.5% | $63,975+53.6% |
| Participation rate | 100.0% | 80.5%+19.5pp | 79.6%+20.4pp | 71.1%+28.8pp |
| Annual return | 7.79% | 14.06%-6.3pp | -51.70%+59.5pp | 48.65%-40.9pp |
| Employer contribution / active EE | $4,576 | $2,237+104.6% | $3,758+21.7% | $2,182+109.7% |
| Participant deferral / active EE | $4,804 | $3,574+34.4% | $4,311+11.4% | $3,356+43.1% |
| Admin fee / account holder | $39 | $72-45.8% | $7,645-99.5% | $70-44.7% |