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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $306,691 |
Service code 37 · EIN 04-2647786 | Loan Processing | $126,047 |
CALLAN LLC3 years Filed as: CALLAN Service code 27 · EIN 94-2192581 | Advisory (Plan) | $102,479 |
MOSS ADAMS LLP6+ years Service code 10 · EIN 91-0189318 | Accounting | $30,000 |
STATE STREET GLOBAL ADVISORS6+ years Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $14,013 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,388 | $176,491+53.8% | $95,952+182.8% | $90,288+200.6% |
| Participation rate | 97.8% | 86.6%+11.2pp | 77.1%+20.7pp | 73.4%+24.4pp |
| Annual return | 16.81% | 20.14%-3.3pp | 91.61%-74.8pp | 53.97%-37.2pp |
| Employer contribution / active EE | $3,403 | $2,789+22.0% | $2,541+33.9% | $2,524+34.8% |
| Participant deferral / active EE | $14,639 | $5,340+174.2% | $4,167+251.3% | $4,232+245.9% |
| Admin fee / account holder | $99 | $154-35.6% | $6,795-98.5% | $114-13.0% |