Filed April 6, 2015 (most recent of 3 filings on file)
Total covered: 60 employees
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $81,170 |
LUTZ & COMPANY, PC2 years Service code 10 · EIN 47-0625816 | Accounting | $16,500 |
SEYFARTH SHAW LLP1 year Service code 29 · EIN 36-2152202 | Legal | $11,090 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,506 | $95,918+18.3% | $151,611-25.1% | $77,904+45.7% |
| Participation rate | 95.4% | 88.7%+6.6pp | 87.5%+7.9pp | 73.7%+21.7pp |
| Annual return | -22.37% | -5.50%-16.9pp | 3.33%-25.7pp | 12.21%-34.6pp |
| Employer contribution / active EE | $7,138 | $4,330+64.8% | $6,166+15.8% | $2,848+150.7% |
| Participant deferral / active EE | $8,059 | $7,508+7.3% | $8,363-3.6% | $4,806+67.7% |
| Admin fee / account holder | $159 | $93+70.3% | $11,616-98.6% | $133+19.8% |