Filed July 8, 2021
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 12 · EIN 13-3689044 | Participant loan processing; Account ... | $81,273 |
DIVERSIFIED TRUST COMPANY4+ years Filed as: DIVERSIFIED INVESTMENT ADVISORS Service code 16 | Consulting | $29,102 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL CORP Service code 16 PO BOX 509266 · SAN DIEGO, CA 92150 | Consulting | $0 |
MID ATLANTIC CAPITAL CORPORATION4+ years Filed as: MID ATLANTIC CAPITAL CORP Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,067 | $37,196-64.9% | $154,107-91.5% | $55,725-76.6% |
| Participation rate | 80.0% | 64.1%+15.9pp | 83.0%-3.0pp | 70.9%+9.1pp |
| Annual return | -5.91% | 1319.68%-1325.6pp | 735.12%-741.0pp | 244.93%-250.8pp |
| Employer contribution / active EE | $479 | $1,614-70.3% | $5,298-91.0% | $2,078-76.9% |
| Participant deferral / active EE | $1,205 | $2,068-41.7% | $5,081-76.3% | $3,356-64.1% |
| Admin fee / account holder | $163 | $102+60.0% | $13,411-98.8% | $115+41.1% |