Filed April 4, 2016 (most recent of 2 filings on file)
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $59,765 |
Filed as: FIDELITY INST OPS CO Service code 50 · EIN 04-2647786 | Direct Payment | $51,699 |
CALLAN LLC1 year Filed as: CALLAN ASSOCIATES INC. Service code 27 · EIN 94-2192581 | Advisory (Plan) | $33,750 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,010 | $82,279-41.6% | $77,999-38.4% | $63,975-25.0% |
| Participation rate | 80.6% | 84.7%-4.1pp | 75.5%+5.0pp | 71.1%+9.4pp |
| Annual return | 7.02% | 11.20%-4.2pp | 425.96%-418.9pp | 48.65%-41.6pp |
| Employer contribution / active EE | $739 | $3,297-77.6% | $2,470-70.1% | $2,182-66.1% |
| Participant deferral / active EE | $1,810 | $4,538-60.1% | $3,497-48.2% | $3,356-46.1% |
| Admin fee / account holder | $33 | $81-60.0% | $5,480-99.4% | $70-53.8% |