Filed April 5, 2017 (most recent of 2 filings on file)
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 |
|---|---|---|
ASCENDE WEALTH ADVISERS INC1+ years Filed as: ASCENDE WEALTH ADVISERS, INC. Service code 27 · EIN 76-0484527 | Advisory (Plan) | $70,000 |
WEINSTEIN ZUGMAN, LLC1+ years Filed as: WEINSTEIN SPIRA Service code 10 · EIN 74-2181616 | Accounting | $50,000 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,278 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$250,670 |
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 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 | $78,801 | $69,651+13.1% | $75,781+4.0% | $69,651+13.1% |
| Participation rate | 31.4% | 66.6%-35.2pp | 75.8%-44.4pp | 66.6%-35.2pp |
| Annual return | 3.84% | 53.77%-49.9pp | 9.68%-5.8pp | 53.77%-49.9pp |
| Employer contribution / active EE | $1,284 | $2,241-42.7% | $3,323-61.4% | $2,241-42.7% |
| Participant deferral / active EE | $2,384 | $3,635-34.4% | $3,651-34.7% | $3,635-34.4% |
| Admin fee / account holder | -$17 | $63-126.5% | $5,299-100.3% | $63-126.5% |