Retirement plan

STELLAR SOLUTIONS, INC. PROFIT SHARING PLAN

Name: STELLAR SOLUTIONS, INC. - STELLAR SOLUTIONS, INC. PROFIT SHARING PLAN (2022) 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 2022

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

Other plans on this EIN

1 filing

#007Retirement--

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$107.1M

-14.0% from 2021

Total participants

342

+3.6% from 2021

Average account balance

$314,856

-18.0% from 2021

Annual return

-15.28%

-29.48 pp from 2021

Benchmarks

See 5,987 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,987 peers

Snapshot2022

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 2 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930	Advisory (Participants)	$29,060
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930	Recordkeeping	$620

Plan features & details

Pension benefit codes2E2J2F2G3D2T

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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$29K

$129 / participant

Other / not subdivided$29K100.0%

% of EOY assets

0.027%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SENSIBA LLP
Auditor EIN: 942370906
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$314,856

$84,493+272.6%

$125,381+151.1%

$66,938+370.4%

Participation rate

99.1%

76.4%+22.7pp

82.4%+16.7pp

69.8%+29.3pp

Annual return

-15.28%

-8.49%-6.8pp

572.31%-587.6pp

1.58%-16.9pp

Employer contribution / active EE

$27,681

$3,554+678.9%

$4,815+474.9%

$2,545+987.6%

Participant deferral / active EE

$6,530

$6,783-3.7%

$7,448-12.3%

$4,238+54.1%

Admin fee / account holder

$87

$685-87.4%

$10,007-99.1%

$594-85.4%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.2 years

Filed as: VANGUARD ADVISERS INC.

Service code 26 · EIN 23-2811930

Advisory (Participants)

$29,060

THE VANGUARD GROUP, INC.2 years

Filed as: THE VANGUARD GROUP, INC

Service code 15 · EIN 23-1945930

Recordkeeping

$620

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