Filed April 6, 2015 (most recent of 3 filings on file)
Total covered: 60 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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $77,057 |
MCGRATH NORTH1 year Service code 29 · EIN 47-0551221 | Legal | $5,245 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,839 | $82,546+16.1% | $140,016-31.6% | $75,289+27.3% |
| Participation rate | 95.3% | 88.4%+6.9pp | 87.5%+7.8pp | 72.4%+22.8pp |
| Annual return | -6.06% | -0.36%-5.7pp | 651.12%-657.2pp | -0.04%-6.0pp |
| Employer contribution / active EE | $4,525 | $3,856+17.3% | $5,606-19.3% | $2,405+88.2% |
| Participant deferral / active EE | $5,218 | $5,731-9.0% | $6,927-24.7% | $3,739+39.6% |
| Admin fee / account holder | $130 | $86+51.8% | $10,705-98.8% | $102+27.2% |