Filed November 1, 2018
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 | $428,783 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $135,312 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,565 | $128,899-53.8% | $113,168-47.4% | $102,872-42.1% |
| Participation rate | 92.9% | 87.0%+5.9pp | 76.6%+16.3pp | 73.0%+19.8pp |
| Annual return | 18.71% | 15.88%+2.8pp | 24.27%-5.6pp | 19.06%-0.3pp |
| Employer contribution / active EE | $3,590 | $3,713-3.3% | $2,975+20.7% | $3,526+1.8% |
| Participant deferral / active EE | $5,104 | $6,787-24.8% | $5,1070% | $5,535-7.8% |
| Admin fee / account holder | $99 | $129-23.3% | $12,068-99.2% | $292-66.0% |