Filed December 11, 2015 (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 7-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $203,201 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $113,271 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $31,095 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,814 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $202,831 | $127,481+59.1% | $149,696+35.5% | $90,288+124.7% |
| Participation rate | 96.9% | 78.2%+18.7pp | 82.5%+14.5pp | 73.4%+23.6pp |
| Annual return | 17.81% | 57.78%-40.0pp | 276.60%-258.8pp | 53.97%-36.2pp |
| Employer contribution / active EE | $3,894 | $3,448+13.0% | $4,644-16.1% | $2,524+54.3% |
| Participant deferral / active EE | $14,636 | $6,975+109.8% | $6,842+113.9% | $4,232+245.8% |
| Admin fee / account holder | $165 | $152+9.0% | $9,309-98.2% | $114+45.0% |