Filed August 8, 2014
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 37 · EIN 04-2647786 | Loan Processing | $156,088 |
PRECEPT ADVISORY GROUP1 year Service code 16 · EIN 93-0959770 | Consulting | $87,500 |
KPMG LLP2 years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $38,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,776 |
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 | $173,095 | $88,730+95.1% | $82,313+110.3% | $77,958+122.0% |
| Participation rate | 89.8% | 84.5%+5.3pp | 76.9%+12.9pp | 71.6%+18.1pp |
| Annual return | 19.33% | 20.88%-1.5pp | 25.88%-6.5pp | 20.87%-1.5pp |
| Employer contribution / active EE | $3,870 | $2,758+40.3% | $2,428+59.4% | $2,310+67.5% |
| Participant deferral / active EE | $8,261 | $4,634+78.3% | $3,706+122.9% | $3,537+133.6% |
| Admin fee / account holder | $81 | $74+9.2% | $5,608-98.6% | $97-17.0% |