Filed June 14, 2016 (most recent of 3 filings on file)
Total covered: 87 employees
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $131,190 |
Service code 27 · EIN 04-3638035 | Advisory (Plan) | $75,000 |
MELTON & MELTON LLP4 years Service code 10 · EIN 74-1550819 | Accounting | $24,550 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $311,100 | $123,077+152.8% | $116,228+167.7% | $102,872+202.4% |
| Participation rate | 98.5% | 87.0%+11.5pp | 74.6%+24.0pp | 73.0%+25.5pp |
| Annual return | 14.91% | 15.84%-0.9pp | 90.06%-75.2pp | 19.06%-4.2pp |
| Employer contribution / active EE | $11,781 | $4,380+168.9% | $2,994+293.4% | $3,526+234.1% |
| Participant deferral / active EE | $12,255 | $6,746+81.7% | $4,953+147.4% | $5,535+121.4% |
| Admin fee / account holder | $87 | $115-25.0% | $11,989-99.3% | $292-70.4% |