Retirement plan

STELLAR SOLUTIONS, INC. PROFIT SHARING PLAN

Name: STELLAR SOLUTIONS, INC. - STELLAR SOLUTIONS, INC. PROFIT SHARING PLAN (2020) Form 5500
Creator: STELLAR SOLUTIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STELLAR SOLUTIONS, INC. PROFIT SHARING PLAN, STELLAR SOLUTIONS, INC.

STELLAR SOLUTIONS, INC.EIN 94-3218045Plan #006PY 2020

250 CAMBRIDGE AVENUE, SUITE 204 - PALO ALTO, CA 94306650-473-9866stellarsolutions.comLinkedIn201-500 employeesdefense & space

Other plans on this EIN

1 filing

#007Retirement-$2.6M assets

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$111.3M

+9.4% from 2019

Total participants

322

+10.3% from 2019

Average account balance

$346,816

-0.5% from 2019

Annual return

13.02%

-9.32 pp from 2019

Benchmarks

See 5,591 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,591 peers

Snapshot2020

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$126.36M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$363K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

348

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

99.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8.18M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$38K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.83%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$96

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930	Recordkeeping	$21,432

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$21K

$94 / participant

Other / not subdivided$21K100.0%

% of EOY assets

0.019%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: SENSIBA SAN FILIPPO LLP
Auditor EIN: 942370906
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$346,816

$99,957+247.0%

$149,745+131.6%

$73,497+371.9%

Participation rate

99.6%

75.7%+23.9pp

82.5%+17.1pp

70.7%+28.9pp

Annual return

13.02%

53.87%-40.8pp

276.72%-263.7pp

28.51%-15.5pp

Employer contribution / active EE

$25,940

$3,191+712.9%

$4,646+458.4%

$2,270+1042.7%

Participant deferral / active EE

$5,820

$6,073-4.2%

$6,843-15.0%

$3,740+55.6%

Admin fee / account holder

$66

$551-88.0%

$9,312-99.3%

$513-87.2%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.6+ years

Service code 15 · EIN 23-1945930

Recordkeeping

$21,432

STELLAR SOLUTIONS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STELLAR SOLUTIONS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion