Filed April 29, 2015
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 |
|---|---|---|
REEDMARK ADVISORS LLC1 year Filed as: REEDMARK ADVISORS, LLC Service code 27 · EIN 47-2223502 | Advisory (Plan) | $26,005 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$47,860 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,632 | $52,208+81.3% | $86,612+9.3% | $74,419+27.2% |
| Participation rate | 87.0% | 66.3%+20.7pp | 71.7%+15.3pp | 70.7%+16.3pp |
| Annual return | 18.35% | 44.46%-26.1pp | 591.07%-572.7pp | 34.38%-16.0pp |
| Employer contribution / active EE | $4,326 | $2,282+89.6% | $3,022+43.1% | $2,637+64.0% |
| Participant deferral / active EE | $5,085 | $3,383+50.3% | $4,438+14.6% | $4,528+12.3% |
| Admin fee / account holder | -$57 | $319-117.8% | $5,614-101.0% | $348-116.3% |