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 | $567,744 |
KPMG LLP2 years Service code 29 · EIN 13-5565207 | Legal | $68,333 |
SEYFARTH SHAW LLP3 years Service code 29 · EIN 36-2152202 | Legal | $26,099 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,443 |
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 | $70,395 | $67,679+4.0% | $155,509-54.7% | $99,062-28.9% |
| Participation rate | 88.6% | 67.2%+21.4pp | 78.2%+10.4pp | 71.6%+16.9pp |
| Annual return | 13.33% | 16.16%-2.8pp | 64.67%-51.3pp | 17.66%-4.3pp |
| Employer contribution / active EE | $607 | $2,268-73.3% | $4,672-87.0% | $3,262-81.4% |
| Participant deferral / active EE | $3,603 | $3,828-5.9% | $5,626-36.0% | $5,331-32.4% |
| Admin fee / account holder | $63 | $94-33.1% | $15,912-99.6% | $109-42.5% |