Filed April 27, 2016
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 |
|---|---|---|
SHEA LABAGH DOBBERSTEIN1 year Filed as: SHEA LABAH DOBBSTEIN Service code 16 · EIN 94-2290202 | Consulting | $38,280 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,955 |
Service code 16 · EIN 94-2952627 | Consulting | $24,229 |
Filed as: SMARTER ACTUARIAL SERVICES Service code 11 · EIN 81-5205719 | Actuarial | $23,500 |
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 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 | $171,308 | $81,537+110.1% | $149,718+14.4% | $69,631+146.0% |
| Participation rate | 52.3% | 86.1%-33.8pp | 87.1%-34.8pp | 70.7%-18.4pp |
| Annual return | 18.26% | 22.79%-4.5pp | 1501.63%-1483.4pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $4,213 | $3,239+30.1% | $5,445-22.6% | $2,032+107.3% |
| Participant deferral / active EE | $4,619 | $4,994-7.5% | $6,569-29.7% | $3,224+43.3% |
| Admin fee / account holder | $144 | $107+35.1% | $11,283-98.7% | $110+30.7% |