Retirement plan

STELLAR SOLUTIONS, INC. PROFIT SHARING PLAN

Name: STELLAR SOLUTIONS, INC. - STELLAR SOLUTIONS, INC. PROFIT SHARING PLAN (2023) 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 2023

199 FIRST STREET, SUITE 210 - LOS ALTOS, CA 94022650-473-9866stellarsolutions.comLinkedIn201-500 employeesdefense & space

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$124.4M

+16.2% from 2022

Total participants

403

+17.8% from 2022

Average account balance

$353,509

+12.3% from 2022

Annual return

16.36%

+31.64 pp from 2022

Benchmarks

See 3,232 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,232 peers

Snapshot2023

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.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930	Advisory (Participants)	$30,193
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930	Recordkeeping	$845

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

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

$30K

$102 / participant

Other / not subdivided$30K100.0%

% of EOY assets

0.025%

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

$353,509

$95,417+270.5%

$135,974+160.0%

$74,460+374.8%

Participation rate

82.9%

78.2%+4.7pp

81.9%+1.0pp

70.7%+12.1pp

Annual return

16.36%

32.76%-16.4pp

68.30%-51.9pp

34.38%-18.0pp

Employer contribution / active EE

$23,490

$3,878+505.8%

$4,859+383.5%

$2,638+790.4%

Participant deferral / active EE

$5,610

$7,789-28.0%

$7,760-27.7%

$4,530+23.8%

Admin fee / account holder

$87

$266-67.5%

$10,767-99.2%

$348-75.1%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.3 years

Filed as: VANGUARD ADVISERS INC.

Service code 26 · EIN 23-2811930

Advisory (Participants)

$30,193

THE VANGUARD GROUP, INC.3 years

Filed as: THE VANGUARD GROUP, INC

Service code 15 · EIN 23-1945930

Recordkeeping

$845

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