Filed January 4, 2016
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $139,749 |
JOHNSON STERLING, INC.5 years Service code 27 · EIN 63-0970725 | Advisory (Plan) | $36,938 |
TIAA11+ years Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $36,434 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $27,236 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,053 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,834 | $115,444-22.2% | $65,493+37.2% | $102,872-12.7% |
| Participation rate | 61.2% | 71.2%-9.9pp | 73.1%-11.9pp | 73.0%-11.8pp |
| Annual return | 17.06% | 15.94%+1.1pp | 982.45%-965.4pp | 19.06%-2.0pp |
| Employer contribution / active EE | $4,024 | $3,409+18.0% | $2,574+56.3% | $3,526+14.1% |
| Participant deferral / active EE | $3,668 | $4,118-10.9% | $3,961-7.4% | $5,535-33.7% |
| Admin fee / account holder | $146 | $123+18.5% | $5,028-97.1% | $292-50.1% |