Filed April 28, 2016 (most recent of 3 filings on file)
Total covered: 18 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $209,211 |
Service code 37 · EIN 04-2647786 | Loan Processing | $65,757 |
Service code 29 · EIN 36-1453176 | Legal | $52,024 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN Service code 10 200 N MARTINGALE ROAD · SCHAUMBURG, IL 60123 | Accounting | $15,000 |
AON CONSULTING1 year Filed as: AON Service code 16 39584 TREASURY CENTER · CHICAGO, IL 60694 | Consulting | $13,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,726 | $110,299+66.6% | $102,423+79.4% | $199,593-7.9% |
| Participation rate | 97.0% | 86.3%+10.8pp | 76.5%+20.6pp | 72.0%+25.1pp |
| Annual return | 14.46% | 35.73%-21.3pp | 29.32%-14.9pp | 34.25%-19.8pp |
| Employer contribution / active EE | $4,973 | $3,603+38.0% | $3,023+64.5% | $3,034+63.9% |
| Participant deferral / active EE | $11,180 | $6,376+75.3% | $5,053+121.3% | $5,087+119.8% |
| Admin fee / account holder | $137 | $122+11.7% | $9,451-98.6% | $269-49.2% |