Filed January 28, 2017 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 8-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 | $152,190 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,663 |
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 | $77,564 | $176,491-56.1% | $95,952-19.2% | $90,288-14.1% |
| Participation rate | 96.5% | 86.6%+9.9pp | 77.1%+19.4pp | 73.4%+23.2pp |
| Annual return | 16.27% | 20.14%-3.9pp | 91.61%-75.3pp | 53.97%-37.7pp |
| Employer contribution / active EE | $2,691 | $2,789-3.5% | $2,541+5.9% | $2,524+6.6% |
| Participant deferral / active EE | $8,646 | $5,340+61.9% | $4,167+107.5% | $4,232+104.3% |
| Admin fee / account holder | $125 | $154-18.6% | $6,795-98.2% | $114+9.9% |