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 | $165,745 |
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 | $43,750 | $53,565-18.3% | $172,739-74.7% | $82,204-46.8% |
| Participation rate | 90.6% | 69.6%+20.9pp | 82.6%+7.9pp | 73.4%+17.2pp |
| Annual return | 23.36% | 31.42%-8.1pp | 802.84%-779.5pp | 26.31%-3.0pp |
| Employer contribution / active EE | $1 | $1,857-100.0% | $5,143-100.0% | $2,707-100.0% |
| Participant deferral / active EE | $5,164 | $3,006+71.8% | $5,198-0.6% | $4,246+21.6% |
| Admin fee / account holder | $83 | $61+35.2% | $13,954-99.4% | $76+9.7% |