Filed April 22, 2016 (most recent of 4 filings on file)
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,734,508 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $91,036 |
KPMG LLP4 years Service code 29 · EIN 13-5565207 | Legal | $68,333 |
SEYFARTH SHAW LLP4 years Service code 29 · EIN 36-2152202 | Legal | $26,120 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $66,344 | $73,283-9.5% | $155,509-57.3% | $106,382-37.6% |
| Participation rate | 93.9% | 73.3%+20.6pp | 78.2%+15.7pp | 69.9%+24.0pp |
| Annual return | 15.16% | 15.77%-0.6pp | 64.67%-49.5pp | 17.37%-2.2pp |
| Employer contribution / active EE | $1,475 | $2,247-34.3% | $4,672-68.4% | $3,364-56.1% |
| Participant deferral / active EE | $5,280 | $4,580+15.3% | $5,626-6.1% | $5,569-5.2% |
| Admin fee / account holder | $52 | $56-7.9% | $15,912-99.7% | $79-34.8% |