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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $999,130 |
Filed as: FIDELITY Service code 37 · EIN 04-2647786 | Loan Processing | $894,331 |
SEVEN SIMPLE MACHINES8+ years Service code 16 · EIN 20-4028622 | Consulting | $538,560 |
MILLIMAN, INC.3 years Filed as: MILLIMAN INC. Service code 16 · EIN 91-0675641 | Consulting | $90,666 |
KPMG LLP8+ years Service code 10 · EIN 13-5565207 | Accounting | $43,400 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,872 | $83,057-5.0% | $143,757-45.1% | $89,394-11.8% |
| Participation rate | 71.3% | 74.0%-2.8pp | 80.3%-9.0pp | 71.3%0pp |
| Annual return | -17.82% | -13.97%-3.8pp | -0.04%-17.8pp | -11.89%-5.9pp |
| Employer contribution / active EE | $103 | $2,095-95.1% | $4,951-97.9% | $3,022-96.6% |
| Participant deferral / active EE | $396 | $4,281-90.7% | $5,637-93.0% | $5,123-92.3% |
| Admin fee / account holder | $36 | $83-57.2% | $14,673-99.8% | $79-55.3% |