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 |
|---|---|---|
Service code 16 · EIN 94-2952627 | Consulting | $74,889 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,522 |
SHEA LABAGH DOBBERSTEIN2 years Filed as: SHEA LABAH DOBBSTEIN Service code 16 · EIN 94-2290202 | Consulting | $34,698 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $172,035 | $80,005+115.0% | $140,016+22.9% | $55,725+208.7% |
| Participation rate | 50.5% | 87.0%-36.5pp | 87.5%-37.0pp | 70.9%-20.3pp |
| Annual return | -6.30% | 0.46%-6.8pp | 651.12%-657.4pp | 244.93%-251.2pp |
| Employer contribution / active EE | $4,221 | $3,403+24.1% | $5,606-24.7% | $2,078+103.1% |
| Participant deferral / active EE | $4,835 | $5,264-8.1% | $6,927-30.2% | $3,356+44.1% |
| Admin fee / account holder | $206 | $116+77.7% | $10,705-98.1% | $115+78.4% |