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 | $127,895 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,419 |
ACCUITY LLP5 years Service code 10 · EIN 20-5325889 | Accounting | $17,592 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $137,575 | $98,780+39.3% | $60,874+126.0% | $77,904+76.6% |
| Participation rate | 97.7% | 76.7%+21.0pp | 73.1%+24.6pp | 73.7%+24.0pp |
| Annual return | -16.20% | -11.56%-4.6pp | 16.90%-33.1pp | 12.21%-28.4pp |
| Employer contribution / active EE | $7,736 | $3,605+114.6% | $2,701+186.4% | $2,848+171.7% |
| Participant deferral / active EE | $8,481 | $4,200+101.9% | $3,817+122.2% | $4,806+76.5% |
| Admin fee / account holder | $59 | $89-33.8% | $3,224-98.2% | $133-55.7% |