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 | $221,573 |
NARRATIVE MEDIA LLC1 year Service code 16 · EIN 27-4673858 | Consulting | $6,595 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,776 | $44,007+13.1% | $154,107-67.7% | $68,904-27.8% |
| Participation rate | 97.1% | 70.0%+27.0pp | 83.0%+14.0pp | 74.1%+22.9pp |
| Annual return | -4.67% | 8.15%-12.8pp | 735.12%-739.8pp | 1.07%-5.7pp |
| Employer contribution / active EE | $1 | $1,732-99.9% | $5,298-100.0% | $2,540-100.0% |
| Participant deferral / active EE | $6,832 | $2,813+142.9% | $5,081+34.5% | $4,015+70.2% |
| Admin fee / account holder | $95 | $65+47.1% | $13,411-99.3% | $71+33.6% |