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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $789,149 |
REEDMARK ADVISORS LLC4 years Service code 16 · EIN 47-2223502 | Consulting | $78,377 |
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 | $63,056 | $63,259-0.3% | $178,490-64.7% | $93,223-32.4% |
| Participation rate | 88.5% | 72.1%+16.3pp | 81.9%+6.6pp | 74.9%+13.6pp |
| Annual return | 19.94% | 19.93%0pp | 151.07%-131.1pp | 19.29%+0.7pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $5,011-100.0% | $2,680-100.0% |
| Participant deferral / active EE | $4,621 | $3,372+37.0% | $5,202-11.2% | $4,563+1.3% |
| Admin fee / account holder | $89 | $58+53.0% | $13,984-99.4% | $79+12.1% |