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 | $649,849 |
REEDMARK ADVISORS LLC6 years Service code 16 · EIN 47-2223502 | Consulting | $177,124 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,199 | $52,346+9.3% | $143,757-60.2% | $78,044-26.7% |
| Participation rate | 0.0% | 72.7%-72.7pp | 80.3%-80.3pp | 74.4%-74.4pp |
| Annual return | -17.11% | -14.19%-2.9pp | -0.04%-17.1pp | 10.87%-28.0pp |
| Employer contribution / active EE | $0 | $2,131-100.0% | $4,951-100.0% | $3,125-100.0% |
| Participant deferral / active EE | $5,690 | $3,800+49.7% | $5,637+0.9% | $5,084+11.9% |
| Admin fee / account holder | $76 | $63+19.5% | $14,673-99.5% | $79-3.9% |