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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,606,734 |
SEVEN SIMPLE MACHINES7 years Service code 16 · EIN 20-4028622 | Consulting | $935,420 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $764,932 |
MILLIMAN, INC.1 year Filed as: MILLIMAN INC Service code 16 · EIN 91-0675641 | Consulting | $473,375 |
KPMG LLP8+ years Service code 10 · EIN 13-5565207 | Accounting | $74,100 |
Filed as: ANASTASI, MOORE, MARTIN Service code 10 · EIN 20-8149084 | Accounting | $9,100 |
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 | $63,624 | $83,057-23.4% | $143,757-55.7% | $89,394-28.8% |
| Participation rate | 79.9% | 74.0%+5.8pp | 80.3%-0.4pp | 71.3%+8.6pp |
| Annual return | -12.82% | -13.97%+1.2pp | -0.04%-12.8pp | -11.89%-0.9pp |
| Employer contribution / active EE | $4,916 | $2,095+134.6% | $4,951-0.7% | $3,022+62.7% |
| Participant deferral / active EE | $8,007 | $4,281+87.1% | $5,637+42.0% | $5,123+56.3% |
| Admin fee / account holder | $63 | $83-23.8% | $14,673-99.6% | $79-20.4% |