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 LLC2 years Service code 16 · EIN 47-2223502 | Consulting | $108,746 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,938 | $44,007-66.1% | $154,107-90.3% | $68,904-78.3% |
| Participation rate | 90.3% | 70.0%+20.3pp | 83.0%+7.3pp | 74.1%+16.2pp |
| Annual return | -6.71% | 8.15%-14.9pp | 735.12%-741.8pp | 1.07%-7.8pp |
| Employer contribution / active EE | $2,181 | $1,732+25.9% | $5,298-58.8% | $2,540-14.2% |
| Participant deferral / active EE | $0 | $2,813-100.0% | $5,081-100.0% | $4,015-100.0% |
| Admin fee / account holder | $33 | $65-48.8% | $13,411-99.8% | $71-53.5% |