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 LLC4 years Service code 16 · EIN 47-2223502 | Consulting | $78,252 |
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 | $33,569 | $63,259-46.9% | $178,490-81.2% | $93,223-64.0% |
| Participation rate | 98.4% | 72.1%+26.2pp | 81.9%+16.4pp | 74.9%+23.5pp |
| Annual return | 17.01% | 19.93%-2.9pp | 151.07%-134.1pp | 19.29%-2.3pp |
| Employer contribution / active EE | $2,652 | $1,865+42.2% | $5,011-47.1% | $2,680-1.0% |
| Participant deferral / active EE | $0 | $3,372-100.0% | $5,202-100.0% | $4,563-100.0% |
| Admin fee / account holder | $28 | $58-52.0% | $13,984-99.8% | $79-64.8% |