Filed December 5, 2013
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $61,703 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,789 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,231 | $105,247+67.4% | $87,100+102.3% | $77,787+126.6% |
| Participation rate | 59.8% | 85.8%-26.0pp | 76.9%-17.1pp | 73.2%-13.4pp |
| Annual return | 22.64% | 24.52%-1.9pp | 28.19%-5.6pp | 32.57%-9.9pp |
| Employer contribution / active EE | $4,796 | $2,895+65.7% | $2,521+90.2% | $2,504+91.5% |
| Participant deferral / active EE | $6,709 | $5,060+32.6% | $4,049+65.7% | $3,967+69.1% |
| Admin fee / account holder | $22 | $104-78.7% | $7,497-99.7% | $100-77.8% |