Filed December 7, 2015 (most recent of 2 filings on file)
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 7-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 | $1,254,519 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $791,348 |
SEVEN SIMPLE MACHINES5+ years Service code 16 · EIN 20-4028622 | Consulting | $373,130 |
MILLIMAN, INC.2 years Filed as: MILLIMAN INC. Service code 16 · EIN 91-0675641 | Consulting | $132,792 |
KPMG LLP4 years Service code 10 · EIN 13-5565207 | Accounting | $48,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $89,737 | $83,057+8.0% | $143,757-37.6% | $89,394+0.4% |
| Participation rate | 77.2% | 74.0%+3.2pp | 80.3%-3.1pp | 71.3%+5.9pp |
| Annual return | -16.34% | -13.97%-2.4pp | -0.04%-16.3pp | -11.89%-4.5pp |
| Employer contribution / active EE | $4,310 | $2,095+105.7% | $4,951-12.9% | $3,022+42.6% |
| Participant deferral / active EE | $6,960 | $4,281+62.6% | $5,637+23.5% | $5,123+35.9% |
| Admin fee / account holder | $71 | $83-14.9% | $14,673-99.5% | $79-11.1% |