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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $366,572 |
Service code 16 · EIN 82-1364595 | Consulting | $66,250 |
WEINSTEIN ZUGMAN, LLC6+ years Filed as: WEINSTEIN SPIRA Service code 10 · EIN 74-2181616 | Accounting | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$342,876 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,435 | $52,155+42.7% | $101,248-26.5% | $106,222-29.9% |
| Participation rate | 56.7% | 81.2%-24.5pp | 75.8%-19.1pp | 70.8%-14.1pp |
| Annual return | 21.15% | 13.07%+8.1pp | 46.47%-25.3pp | 21.69%-0.5pp |
| Employer contribution / active EE | $2,443 | $3,414-28.4% | $3,660-33.3% | $2,723-10.3% |
| Participant deferral / active EE | $4,605 | $2,716+69.6% | $4,370+5.4% | $4,600+0.1% |
| Admin fee / account holder | $42 | $102-59.2% | $5,945-99.3% | $78-47.0% |