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 CO1 year Service code 37 · EIN 04-2647786 | Loan Processing | $454,572 |
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $23,435 |
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 | $140,079 | $59,339+136.1% | $149,673-6.4% | $103,482+35.4% |
| Participation rate | 70.7% | 70.2%+0.5pp | 78.8%-8.1pp | 73.3%-2.6pp |
| Annual return | 21.15% | 77.78%-56.6pp | 134.42%-113.3pp | 33.11%-12.0pp |
| Employer contribution / active EE | $3,400 | $2,178+56.1% | $4,818-29.4% | $3,208+6.0% |
| Participant deferral / active EE | $6,327 | $3,716+70.3% | $5,680+11.4% | $5,207+21.5% |
| Admin fee / account holder | $58 | $103-43.6% | $13,210-99.6% | $114-49.1% |