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 | $741,116 |
REEDMARK ADVISORS LLC5 years Service code 16 · EIN 47-2223502 | Consulting | $119,338 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,696 | $69,238-3.7% | $185,823-64.1% | $101,517-34.3% |
| Participation rate | 0.0% | 73.5%-73.5pp | 81.7%-81.7pp | 74.6%-74.6pp |
| Annual return | 16.17% | 21.26%-5.1pp | 122.05%-105.9pp | 21.00%-4.8pp |
| Employer contribution / active EE | $0 | $2,104-100.0% | $5,167-100.0% | $2,973-100.0% |
| Participant deferral / active EE | $4,913 | $3,764+30.5% | $5,568-11.8% | $4,873+0.8% |
| Admin fee / account holder | $79 | $66+19.2% | $16,237-99.5% | $139-43.3% |