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 |
|---|---|---|
SHERIDAN ROAD ADVISORS LLC2 years Filed as: SHERIDAN ROAD Service code 27 · EIN 13-4284240 | Advisory (Plan) | $44,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,822 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,896 | $50,956+43.1% | $96,562-24.5% | $86,799-16.0% |
| Participation rate | 61.0% | 65.2%-4.2pp | 69.8%-8.8pp | 72.3%-11.3pp |
| Annual return | 11.75% | 21.27%-9.5pp | 37.78%-26.0pp | 97.91%-86.2pp |
| Employer contribution / active EE | $823 | $1,111-25.9% | $2,356-65.1% | $2,405-65.8% |
| Participant deferral / active EE | $3,174 | $2,954+7.4% | $3,849-17.5% | $4,131-23.2% |
| Admin fee / account holder | $222 | $166+33.5% | $6,181-96.4% | $170+30.8% |