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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $568,169 |
SEYFARTH SHAW LLP2 years Service code 29 · EIN 36-2152202 | Legal | $94,885 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $61,137 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,943 |
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 | $86,839 | $50,127+73.2% | $149,673-42.0% | $80,160+8.3% |
| Participation rate | 95.9% | 64.3%+31.6pp | 78.8%+17.1pp | 72.9%+22.9pp |
| Annual return | 18.22% | 29.82%-11.6pp | 134.42%-116.2pp | 40.38%-22.2pp |
| Employer contribution / active EE | $985 | $1,865-47.2% | $4,818-79.6% | $2,978-66.9% |
| Participant deferral / active EE | $6,150 | $3,194+92.6% | $5,680+8.3% | $5,017+22.6% |
| Admin fee / account holder | $90 | $153-40.7% | $13,210-99.3% | $145-37.6% |