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 LLC3 years Service code 16 · EIN 47-2223502 | Consulting | $80,275 |
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 | $17,516 | $53,565-67.3% | $172,739-89.9% | $82,204-78.7% |
| Participation rate | 90.6% | 69.6%+20.9pp | 82.6%+7.9pp | 73.4%+17.2pp |
| Annual return | 21.72% | 31.42%-9.7pp | 802.84%-781.1pp | 26.31%-4.6pp |
| Employer contribution / active EE | $2,155 | $1,857+16.1% | $5,143-58.1% | $2,707-20.4% |
| Participant deferral / active EE | $0 | $3,006-100.0% | $5,198-100.0% | $4,246-100.0% |
| Admin fee / account holder | $18 | $61-70.5% | $13,954-99.9% | $76-76.1% |