Filed January 23, 2015 (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 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 |
|---|---|---|
Filed as: SHERIDAN ROAD Service code 27 · EIN 13-4284240 | Advisory (Plan) | $44,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,131 |
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 | $64,672 | $64,286+0.6% | $90,951-28.9% | $73,409-11.9% |
| Participation rate | 70.2% | 63.6%+6.6pp | 69.0%+1.2pp | 72.2%-2.0pp |
| Annual return | 13.18% | 21.45%-8.3pp | 134.60%-121.4pp | 59.29%-46.1pp |
| Employer contribution / active EE | $815 | $895-8.9% | $2,122-61.6% | $2,234-63.5% |
| Participant deferral / active EE | $2,885 | $2,453+17.6% | $3,373-14.5% | $3,805-24.2% |
| Admin fee / account holder | $206 | $287-28.3% | $5,959-96.5% | $158+30.4% |