Filed October 18, 2019 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
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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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $478,427 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $237,527 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $21,255 |
MERCER10+ years Service code 16 · EIN 61-0736136 | Consulting | $17,740 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $139,322 | $99,062+40.6% | $100,391+38.8% | $99,062+40.6% |
| Participation rate | 90.8% | 71.6%+19.2pp | 81.5%+9.3pp | 71.6%+19.2pp |
| Annual return | 15.37% | 17.66%-2.3pp | 49.20%-33.8pp | 17.66%-2.3pp |
| Employer contribution / active EE | $4,358 | $3,262+33.6% | $3,942+10.6% | $3,262+33.6% |
| Participant deferral / active EE | $6,921 | $5,331+29.8% | $8,082-14.4% | $5,331+29.8% |
| Admin fee / account holder | $54 | $109-50.7% | $7,899-99.3% | $109-50.7% |