Filed December 7, 2021 (most recent of 2 filings on file)
Total covered: 317 employees
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 | $881,304 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $114,436 |
USI CONSULTING GROUP2 years Filed as: FINDLEY USI Service code 16 · EIN 06-1053228 | Consulting | $18,213 |
Filed as: SHUMAKER LOOP AND KENDRICK LLP Service code 29 · EIN 34-4439491 | Legal | $8,683 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,052 | $83,057-32.5% | $143,757-61.0% | $89,394-37.3% |
| Participation rate | 88.9% | 74.0%+14.9pp | 80.3%+8.6pp | 71.3%+17.6pp |
| Annual return | -10.57% | -13.97%+3.4pp | -0.04%-10.5pp | -11.89%+1.3pp |
| Employer contribution / active EE | $1,831 | $2,095-12.6% | $4,951-63.0% | $3,022-39.4% |
| Participant deferral / active EE | $3,538 | $4,281-17.3% | $5,637-37.2% | $5,123-30.9% |
| Admin fee / account holder | $54 | $83-35.4% | $14,673-99.6% | $79-32.5% |