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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,621 |
SHERIDAN ROAD ADVISORS LLC4 years Filed as: SHERIDAN ROAD Service code 27 · EIN 13-4284240 | Advisory (Plan) | $33,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $68,068 | $53,165+28.0% | $86,188-21.0% | $74,419-8.5% |
| Participation rate | 65.9% | 64.9%+1.1pp | 69.0%-3.0pp | 70.7%-4.8pp |
| Annual return | 15.34% | 22.64%-7.3pp | 1168.45%-1153.1pp | 34.38%-19.0pp |
| Employer contribution / active EE | $1,058 | $1,210-12.6% | $2,380-55.5% | $2,637-59.9% |
| Participant deferral / active EE | $3,707 | $3,234+14.6% | $3,985-7.0% | $4,528-18.1% |
| Admin fee / account holder | $195 | $551-64.6% | $6,852-97.2% | $348-43.9% |