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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,183 |
SHEA LABAGH DOBBERSTEIN1 year Filed as: SHEA LABAGH DOBBSTEIN Service code 10 · EIN 94-2290202 | Accounting | $18,827 |
Filed as: ORRICK HERRINGTON & SUTCLIFF Service code 29 · EIN 94-2952626 | Legal | $18,779 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,259 | $111,608+100.0% | $177,821+25.6% | $73,409+204.1% |
| Participation rate | 49.3% | 87.9%-38.5pp | 87.7%-38.4pp | 72.2%-22.8pp |
| Annual return | 14.71% | 18.23%-3.5pp | 48.32%-33.6pp | 59.29%-44.6pp |
| Employer contribution / active EE | $2,946 | $3,796-22.4% | $5,918-50.2% | $2,234+31.9% |
| Participant deferral / active EE | $5,132 | $6,199-17.2% | $7,714-33.5% | $3,805+34.9% |
| Admin fee / account holder | $145 | $166-12.4% | $12,427-98.8% | $158-8.1% |