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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $346,418 |
WEINSTEIN ZUGMAN, LLC5+ years Filed as: WEINSTEIN SPIRA Service code 10 · EIN 74-2181616 | Accounting | $6,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$400,609 |
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 | $64,773 | $49,105+31.9% | $92,893-30.3% | $89,569-27.7% |
| Participation rate | 35.9% | 79.0%-43.0pp | 76.0%-40.1pp | 69.6%-33.6pp |
| Annual return | 27.53% | 32.35%-4.8pp | 109.41%-81.9pp | 34.56%-7.0pp |
| Employer contribution / active EE | $1,475 | $3,373-56.3% | $3,653-59.6% | $2,584-42.9% |
| Participant deferral / active EE | $2,735 | $2,531+8.0% | $4,236-35.4% | $4,220-35.2% |
| Admin fee / account holder | $32 | $93-64.9% | $5,794-99.4% | $72-54.7% |