Filed February 23, 2017 (most recent of 3 filings on file)
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 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $138,074 |
HIGHTOWER ADVISORS LLC5 years Filed as: HIGHTOWER ADVISORS, LLC Service code 16 · EIN 36-4500709 | Consulting | $32,500 |
MID ATLANTIC CAPITAL CORPORATION7+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $119,657 | $47,722+150.7% | $82,719+44.7% | $64,808+84.6% |
| Participation rate | 88.8% | 67.6%+21.2pp | 72.6%+16.2pp | 71.5%+17.3pp |
| Annual return | -14.93% | -13.05%-1.9pp | 701.18%-716.1pp | 32.82%-47.7pp |
| Employer contribution / active EE | $5,432 | $2,179+149.3% | $3,009+80.5% | $2,506+116.8% |
| Participant deferral / active EE | $8,700 | $3,329+161.3% | $4,395+98.0% | $4,310+101.8% |
| Admin fee / account holder | $154 | $143+7.6% | $5,329-97.1% | $188-18.1% |