Filed June 26, 2012
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 |
|---|---|---|
SUMMIT WEALTH GROUP1 year Filed as: SUMMIT WEALTH GROUP LLC Service code 26 · EIN 20-0402320 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $79,212 | $57,976+36.6% | $62,995+25.7% | $62,292+27.2% |
| Participation rate | 89.4% | 75.9%+13.5pp | 74.8%+14.6pp | 69.5%+19.9pp |
| Annual return | 17.03% | 17.54%-0.5pp | 87.57%-70.5pp | 28.90%-11.9pp |
| Employer contribution / active EE | $5,200 | $2,415+115.4% | $2,759+88.5% | $2,042+154.6% |
| Participant deferral / active EE | $4,557 | $2,956+54.2% | $3,329+36.9% | $3,169+43.8% |
| Admin fee / account holder | $2 | $276-99.4% | $3,600-100.0% | $479-99.7% |