Filed August 15, 2018 (most recent of 6 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 |
|---|---|---|
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INVESTMENT ADVISORS INC Service code 28 · EIN 20-1113894 | Investment Management | $93,481 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $74,519 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $126,226 | $89,282+41.4% | $94,646+33.4% | $74,419+69.6% |
| Participation rate | 99.2% | 82.4%+16.8pp | 80.8%+18.4pp | 70.7%+28.5pp |
| Annual return | 19.17% | 25.96%-6.8pp | 156.71%-137.5pp | 34.38%-15.2pp |
| Employer contribution / active EE | $2,964 | $3,022-1.9% | $3,672-19.3% | $2,637+12.4% |
| Participant deferral / active EE | $8,443 | $8,425+0.2% | $7,418+13.8% | $4,528+86.4% |
| Admin fee / account holder | $389 | $219+77.8% | $7,231-94.6% | $348+11.8% |