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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $271,949 |
CALLAN LLC6 years Filed as: CALLAN Service code 27 · EIN 94-2192581 | Advisory (Plan) | $81,983 |
Service code 37 · EIN 04-2647786 | Loan Processing | $66,928 |
MOSS ADAMS LLP9+ years Service code 10 · EIN 91-0189318 | Accounting | $33,150 |
NFP RETIREMENT INC9+ years Filed as: NFP RETIREMENT, INC Service code 16 · EIN 33-0905143 | Consulting | $15,000 |
ADP BROKER-DEALER1 year Filed as: ADP, INC Service code 49 · EIN 13-3036745 | Other Services | $9,000 |
STATE STREET GLOBAL ADVISORS9+ years Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $8,539 |
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 | $299,518 | $104,697+186.1% | $96,544+210.2% | $80,160+273.7% |
| Participation rate | 97.6% | 86.4%+11.2pp | 76.0%+21.6pp | 72.9%+24.6pp |
| Annual return | 20.25% | 21.78%-1.5pp | 25.84%-5.6pp | 40.38%-20.1pp |
| Employer contribution / active EE | $3,880 | $3,536+9.7% | $2,965+30.9% | $2,978+30.3% |
| Participant deferral / active EE | $17,810 | $6,188+187.8% | $4,851+267.1% | $5,017+255.0% |
| Admin fee / account holder | $71 | $107-33.3% | $8,252-99.1% | $145-50.9% |