Filed March 27, 2015 (most recent of 3 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 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $126,245 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $81,850 |
ACCUITY LLP7 years Service code 10 · EIN 20-5325889 | Accounting | $37,068 |
CARLSMITH BALL LLP7 years Service code 29 · EIN 99-0035220 | Legal | $11,517 |
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 | $189,089 | $113,293+66.9% | $67,511+180.1% | $199,768-5.3% |
| Participation rate | 96.9% | 73.3%+23.5pp | 72.9%+24.0pp | 72.0%+24.9pp |
| Annual return | 14.83% | 15.88%-1.0pp | 3517.41%-3502.6pp | 34.26%-19.4pp |
| Employer contribution / active EE | $8,158 | $3,401+139.9% | $2,733+198.5% | $3,037+168.7% |
| Participant deferral / active EE | $9,179 | $4,159+120.7% | $4,000+129.5% | $5,090+80.4% |
| Admin fee / account holder | $74 | $103-27.6% | $3,999-98.1% | $269-72.4% |