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 | $120,794 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $68,963 |
ACCUITY LLP6 years Service code 10 · EIN 20-5325889 | Accounting | $25,340 |
CARLSMITH BALL LLP6 years Service code 29 · EIN 99-0035220 | Legal | $13,353 |
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 | $162,911 | $105,179+54.9% | $64,056+154.3% | $80,160+103.2% |
| Participation rate | 98.0% | 73.5%+24.5pp | 72.3%+25.7pp | 72.9%+25.1pp |
| Annual return | 18.80% | 20.34%-1.5pp | 33.69%-14.9pp | 40.38%-21.6pp |
| Employer contribution / active EE | $7,870 | $3,311+137.7% | $2,747+186.6% | $2,978+164.3% |
| Participant deferral / active EE | $8,658 | $4,020+115.4% | $3,880+123.1% | $5,017+72.6% |
| Admin fee / account holder | $67 | $113-41.2% | $3,068-97.8% | $145-54.0% |