Filed December 19, 2018
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 7-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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $274,639 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $35,300 |
PKF O'CONNOR DAVIES, LLP5 years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $20,183 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$14,565 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $276,718 | $115,444+139.7% | $65,493+322.5% | $102,872+169.0% |
| Participation rate | 69.4% | 71.2%-1.7pp | 73.1%-3.7pp | 73.0%-3.6pp |
| Annual return | 14.23% | 15.94%-1.7pp | 982.45%-968.2pp | 19.06%-4.8pp |
| Employer contribution / active EE | $4,949 | $3,409+45.2% | $2,574+92.2% | $3,526+40.3% |
| Participant deferral / active EE | $8,019 | $4,118+94.7% | $3,961+102.5% | $5,535+44.9% |
| Admin fee / account holder | $135 | $123+9.3% | $5,028-97.3% | $292-54.0% |