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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $360,679 |
Service code 37 · EIN 04-2647786 | Loan Processing | $173,916 |
CALLAN LLC1 year Service code 27 · EIN 94-2192581 | Advisory (Plan) | $81,983 |
MOSS ADAMS LLP7+ years Service code 10 · EIN 91-0189318 | Accounting | $31,000 |
NFP RETIREMENT INC7+ years Filed as: NFP RETIREMENT, INC Service code 16 · EIN 33-0905143 | Consulting | $15,000 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 19 · EIN 81-4017137 | Securities Custodian | $14,483 |
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 | $314,541 | $144,996+116.9% | $111,297+182.6% | $93,030+238.1% |
| Participation rate | 97.3% | 86.2%+11.1pp | 77.3%+20.0pp | 73.9%+23.4pp |
| Annual return | 16.56% | 18.26%-1.7pp | 54.65%-38.1pp | 158.70%-142.1pp |
| Employer contribution / active EE | $3,317 | $3,056+8.5% | $2,731+21.5% | $2,706+22.6% |
| Participant deferral / active EE | $14,677 | $5,587+162.7% | $4,487+227.1% | $4,562+221.7% |
| Admin fee / account holder | $109 | $103+5.3% | $7,964-98.6% | $152-28.2% |