Filed August 9, 2018 (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 |
|---|---|---|
REEDMARK ADVISORS LLC1 year Service code 16 · EIN 47-2223502 | Consulting | $77,620 |
Service code 37 · EIN 04-2647786 | Loan Processing | $43,100 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $16,392 | $48,835-66.4% | $170,442-90.4% | $177,276-90.8% |
| Participation rate | 89.1% | 72.1%+17.0pp | 83.6%+5.5pp | 74.8%+14.2pp |
| Annual return | 18.70% | 19.44%-0.7pp | 205.93%-187.2pp | 21.25%-2.6pp |
| Employer contribution / active EE | $2,223 | $1,798+23.6% | $5,433-59.1% | $2,479-10.3% |
| Participant deferral / active EE | $0 | $2,757-100.0% | $4,939-100.0% | $3,881-100.0% |
| Admin fee / account holder | $28 | $52-45.7% | $13,880-99.8% | $154-81.7% |