Filed February 3, 2015 (most recent of 3 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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $204,181 |
FINANCIAL ENGINES5+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $136,821 |
Service code 37 · EIN 04-2647786 | Loan Processing | $99,870 |
CALLAN LLC5+ years Filed as: CALLAN ASSOCIATES INC Service code 17 · EIN 94-2192581 | Pension Consulting | $81,983 |
MOSS ADAMS LLP5+ years Service code 10 · EIN 91-0189318 | Accounting | $29,000 |
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 | $236,690 | $105,247+124.9% | $87,100+171.7% | $77,787+204.3% |
| Participation rate | 97.0% | 85.8%+11.2pp | 76.9%+20.1pp | 73.2%+23.8pp |
| Annual return | 22.54% | 24.52%-2.0pp | 28.19%-5.6pp | 32.57%-10.0pp |
| Employer contribution / active EE | $3,331 | $2,895+15.1% | $2,521+32.1% | $2,504+33.0% |
| Participant deferral / active EE | $13,975 | $5,060+176.2% | $4,049+245.2% | $3,967+252.2% |
| Admin fee / account holder | $69 | $104-34.3% | $7,497-99.1% | $100-31.4% |