Filed May 13, 2016 (most recent of 2 filings on file)
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $887,431 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $213,094 |
REHMANN ROBSON1 year Filed as: REHMANN Service code 10 · EIN 38-3567911 | Accounting | $33,330 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $40,379 | $140,769-71.3% | $107,525-62.4% | $140,769-71.3% |
| Participation rate | 82.8% | 74.2%+8.7pp | 75.1%+7.8pp | 74.2%+8.7pp |
| Annual return | 17.46% | 16.82%+0.6pp | 181.32%-163.9pp | 16.82%+0.6pp |
| Employer contribution / active EE | $1,398 | $3,906-64.2% | $3,754-62.8% | $3,906-64.2% |
| Participant deferral / active EE | $3,732 | $6,717-44.4% | $5,116-27.0% | $6,717-44.4% |
| Admin fee / account holder | $66 | $229-71.3% | $8,919-99.3% | $229-71.3% |