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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,205,325 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,393,949 |
7SM1 year Service code 16 · EIN 20-4028622 | Consulting | $395,715 |
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 16 · EIN 91-0675641 | Consulting | $375,804 |
CLARK NUBER1 year Filed as: CLARK NUBER P.S. Service code 10 · EIN 91-1194016 | Accounting | $69,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $93,271 | $73,283+27.3% | $155,509-40.0% | $106,382-12.3% |
| Participation rate | 86.9% | 73.3%+13.6pp | 78.2%+8.7pp | 69.9%+17.0pp |
| Annual return | 15.99% | 15.77%+0.2pp | 64.67%-48.7pp | 17.37%-1.4pp |
| Employer contribution / active EE | $6,014 | $2,247+167.6% | $4,672+28.7% | $3,364+78.8% |
| Participant deferral / active EE | $9,656 | $4,580+110.8% | $5,626+71.6% | $5,569+73.4% |
| Admin fee / account holder | $60 | $56+6.3% | $15,912-99.6% | $79-24.8% |