Filed June 14, 2016 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
FID INV INST OPS CO2 years Service code 37 · EIN 04-2647786 | Loan Processing | $450,075 |
FIDUCIENT ADVISORS LLC2 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $47,504 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $155,335 | $67,679+129.5% | $155,509-0.1% | $99,062+56.8% |
| Participation rate | 68.9% | 67.2%+1.7pp | 78.2%-9.3pp | 71.6%-2.7pp |
| Annual return | 16.47% | 16.16%+0.3pp | 64.67%-48.2pp | 17.66%-1.2pp |
| Employer contribution / active EE | $3,453 | $2,268+52.2% | $4,672-26.1% | $3,262+5.8% |
| Participant deferral / active EE | $6,463 | $3,828+68.8% | $5,626+14.9% | $5,331+21.2% |
| Admin fee / account holder | $58 | $94-38.0% | $15,912-99.6% | $109-46.7% |