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 INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $82,984 |
TIAA10+ years Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $37,105 |
JOHNSON STERLING, INC.4 years Service code 27 · EIN 63-0970725 | Advisory (Plan) | $33,825 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $29,457 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,537 |
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 | $77,233 | $113,293-31.8% | $67,502+14.4% | $199,593-61.3% |
| Participation rate | 63.1% | 73.3%-10.2pp | 72.9%-9.8pp | 72.0%-8.9pp |
| Annual return | 13.36% | 15.88%-2.5pp | 3512.12%-3498.8pp | 34.25%-20.9pp |
| Employer contribution / active EE | $3,988 | $3,401+17.3% | $2,731+46.0% | $3,034+31.4% |
| Participant deferral / active EE | $3,591 | $4,159-13.7% | $4,000-10.2% | $5,087-29.4% |
| Admin fee / account holder | $116 | $103+12.9% | $3,998-97.1% | $269-56.9% |