Filed January 1, 2015 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 | $159,966 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,700 |
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 | $73,403 | $53,136+38.1% | $155,509-52.8% | $199,593-63.2% |
| Participation rate | 95.4% | 64.1%+31.3pp | 78.2%+17.2pp | 72.0%+23.4pp |
| Annual return | 14.19% | 41.15%-27.0pp | 64.67%-50.5pp | 34.25%-20.1pp |
| Employer contribution / active EE | $2,047 | $1,851+10.6% | $4,672-56.2% | $3,034-32.5% |
| Participant deferral / active EE | $4,780 | $3,161+51.2% | $5,626-15.0% | $5,087-6.0% |
| Admin fee / account holder | $43 | $185-77.0% | $15,912-99.7% | $269-84.1% |