Filed October 11, 2018 (most recent of 2 filings on file)
Total covered: 17 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $200,775 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC Service code 27 · EIN 42-1445429 | Advisory (Plan) | $30,000 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,697 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,640 | $73,034-38.9% | $77,163-42.1% | $80,160-44.3% |
| Participation rate | 86.9% | 78.1%+8.8pp | 69.6%+17.3pp | 72.9%+14.0pp |
| Annual return | 16.19% | 18.56%-2.4pp | 37.87%-21.7pp | 40.38%-24.2pp |
| Employer contribution / active EE | $1,398 | $2,779-49.7% | $2,535-44.8% | $2,978-53.1% |
| Participant deferral / active EE | $4,598 | $4,140+11.1% | $3,833+20.0% | $5,017-8.3% |
| Admin fee / account holder | $110 | $104+6.2% | $5,472-98.0% | $145-24.0% |