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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $75,542 |
LUTZ & COMPANY, PC1 year Filed as: LUTZ AND COMPANY PC Service code 10 · EIN 47-0625816 | Accounting | $14,750 |
MCGRATH NORTH1 year Filed as: MCGRATH NORTH MULLIN & KRATZ PC LLO Service code 29 · EIN 47-0551221 | Legal | $9,691 |
Form 5500 reported that benefits due were not provided when due.
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 | $120,835 | $110,699+9.2% | $177,821-32.0% | $90,288+33.8% |
| Participation rate | 95.2% | 88.3%+6.8pp | 87.7%+7.4pp | 73.4%+21.8pp |
| Annual return | 15.50% | 22.79%-7.3pp | 48.32%-32.8pp | 53.97%-38.5pp |
| Employer contribution / active EE | $6,858 | $4,118+66.5% | $5,918+15.9% | $2,524+171.7% |
| Participant deferral / active EE | $5,492 | $6,731-18.4% | $7,714-28.8% | $4,232+29.8% |
| Admin fee / account holder | $137 | $90+52.0% | $12,427-98.9% | $114+20.0% |