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 | $3,675,821 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $909,170 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 16 · EIN 91-0675641 | Consulting | $681,331 |
SEVEN SIMPLE MACHINES8 years Service code 16 · EIN 20-4028622 | Consulting | $378,692 |
CLARK NUBER1 year Filed as: CLARK NUBER, P.S. Service code 10 · EIN 91-1194016 | Accounting | $47,021 |
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 | $77,403 | $68,330+13.3% | $149,673-48.3% | $96,393-19.7% |
| Participation rate | 94.2% | 74.6%+19.6pp | 78.8%+15.4pp | 71.3%+22.9pp |
| Annual return | 25.73% | 29.64%-3.9pp | 134.42%-108.7pp | 22.88%+2.9pp |
| Employer contribution / active EE | $5,610 | $2,139+162.2% | $4,818+16.4% | $3,238+73.2% |
| Participant deferral / active EE | $8,940 | $4,422+102.2% | $5,680+57.4% | $5,455+63.9% |
| Admin fee / account holder | $54 | $52+4.4% | $13,210-99.6% | $74-26.6% |