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 | Float revenue; Recordkeeping fees; Fi... | $138,328 |
HIGHTOWER ADVISORS LLC6 years Filed as: HIGHTOWER ADVISORS, LLC Service code 16 · EIN 36-4500709 | Consulting | $81,250 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $18,705 |
MID ATLANTIC CAPITAL CORPORATION8+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $122,088 | $52,208+133.8% | $86,612+41.0% | $74,419+64.1% |
| Participation rate | 96.0% | 66.3%+29.7pp | 71.7%+24.3pp | 70.7%+25.3pp |
| Annual return | 17.86% | 44.46%-26.6pp | 591.07%-573.2pp | 34.38%-16.5pp |
| Employer contribution / active EE | $5,924 | $2,282+159.6% | $3,022+96.0% | $2,637+124.6% |
| Participant deferral / active EE | $9,867 | $3,383+191.6% | $4,438+122.3% | $4,528+117.9% |
| Admin fee / account holder | $184 | $319-42.2% | $5,614-96.7% | $348-47.1% |