Filed August 19, 2022 (most recent of 2 filings on file)
Total covered: 26 employees
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 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $431,600 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $89,782 |
Filed as: CONCURRENT INVESTMENT ADVISORS, LL Service code 27 · EIN 92-1819393 | Advisory (Plan) | $22,813 |
PENSION ASSURANCE LLP7 years Service code 10 · EIN 30-0840934 | Accounting | $18,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,774 | $67,679-27.9% | $155,509-68.6% | $99,062-50.8% |
| Participation rate | 93.6% | 67.2%+26.4pp | 78.2%+15.4pp | 71.6%+22.0pp |
| Annual return | 15.34% | 16.16%-0.8pp | 64.67%-49.3pp | 17.66%-2.3pp |
| Employer contribution / active EE | $0 | $2,268-100.0% | $4,672-100.0% | $3,262-100.0% |
| Participant deferral / active EE | $6,124 | $3,828+60.0% | $5,626+8.8% | $5,331+14.9% |
| Admin fee / account holder | $65 | $94-30.9% | $15,912-99.6% | $109-40.6% |