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 | $163,858 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,582 |
ACCUITY LLP4 years Service code 10 · EIN 20-5325889 | Accounting | $17,173 |
CARLSMITH BALL LLP4 years Service code 10 · EIN 99-0035220 | Accounting | $13,333 |
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 | $164,911 | $120,057+37.4% | $75,696+117.9% | $93,030+77.3% |
| Participation rate | 78.7% | 77.3%+1.4pp | 74.8%+3.8pp | 73.9%+4.8pp |
| Annual return | 14.67% | 19.62%-4.9pp | 104.53%-89.9pp | 158.70%-144.0pp |
| Employer contribution / active EE | $6,127 | $3,253+88.3% | $2,743+123.4% | $2,706+126.4% |
| Participant deferral / active EE | $6,702 | $4,089+63.9% | $3,821+75.4% | $4,562+46.9% |
| Admin fee / account holder | $69 | $81-14.9% | $3,619-98.1% | $152-54.3% |