Filed February 21, 2019
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,025,657 |
Filed as: FIDELITY INV INSTITUTIONAL OP CO IN Service code 37 · EIN 04-2647786 | Loan Processing | $957,230 |
GROOM LAW GROUP8+ years Service code 29 · EIN 52-1219029 | Legal | $463,851 |
RVK, INC.8+ years Filed as: RV KUHNS Service code 16 · EIN 93-0910652 | Consulting | $105,051 |
ADP BROKER-DEALER8+ years Filed as: ADP Service code 15 · EIN 13-3036745 | Recordkeeping | $32,533 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $135,300 | $138,331-2.2% | $86,677+56.1% | $89,394+51.4% |
| Participation rate | 97.0% | 88.9%+8.1pp | 76.6%+20.4pp | 71.3%+25.7pp |
| Annual return | -18.19% | -11.72%-6.5pp | 35.91%-54.1pp | -11.89%-6.3pp |
| Employer contribution / active EE | $6,934 | $4,812+44.1% | $2,836+144.5% | $3,022+129.5% |
| Participant deferral / active EE | $10,246 | $8,027+27.6% | $4,656+120.1% | $5,123+100.0% |
| Admin fee / account holder | $62 | $64-3.6% | $7,493-99.2% | $79-22.2% |