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 Service code 10 · EIN 13-5565207 | Accounting | $70,865 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,840 |
Service code 16 · EIN 20-8532658 | Consulting | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$28,326 |
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 | $113,055 | $67,228+68.2% | $117,854-4.1% | $77,958+45.0% |
| Participation rate | 99.0% | 79.4%+19.6pp | 79.7%+19.4pp | 71.6%+27.4pp |
| Annual return | 18.53% | 19.13%-0.6pp | 335.08%-316.5pp | 20.87%-2.3pp |
| Employer contribution / active EE | $4,850 | $2,211+119.4% | $3,786+28.1% | $2,310+109.9% |
| Participant deferral / active EE | $5,205 | $3,653+42.5% | $4,482+16.1% | $3,537+47.2% |
| Admin fee / account holder | $42 | $76-45.1% | $8,020-99.5% | $97-57.2% |