Filed July 6, 2015 (most recent of 4 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $915,497 |
Filed as: FIDELITY Service code 37 · EIN 04-2647786 | Loan Processing | $506,646 |
SEVEN SIMPLE MACHINES10+ years Service code 16 · EIN 20-4028622 | Consulting | $230,574 |
MILLIMAN, INC.10+ years Service code 16 · EIN 91-0675641 | Consulting | $180,810 |
CLARK NUBER2 years Filed as: CLARK NUBER P.S Service code 10 · EIN 91-1194016 | Accounting | $51,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $108,915 | $73,283+48.6% | $155,509-30.0% | $106,382+2.4% |
| Participation rate | 99.8% | 73.3%+26.5pp | 78.2%+21.6pp | 69.9%+29.9pp |
| Annual return | 15.28% | 15.77%-0.5pp | 64.67%-49.4pp | 17.37%-2.1pp |
| Employer contribution / active EE | $0 | $2,247-100.0% | $4,672-100.0% | $3,364-100.0% |
| Participant deferral / active EE | $0 | $4,580-100.0% | $5,626-100.0% | $5,569-100.0% |
| Admin fee / account holder | $31 | $56-44.1% | $15,912-99.8% | $79-60.4% |