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 | Finders' fees / placement fees; Inves... | $88,783 |
DIVERSIFIED TRUST COMPANY5+ years Filed as: DIVERSIFIED INVESTMENT ADVISORS Service code 16 | Consulting | $31,734 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL CORP Service code 16 PO BOX 509266 · SAN DIEGO, CA 92150 | Consulting | $0 |
MID ATLANTIC CAPITAL CORPORATION5+ years Filed as: MID ATLANTIC CAPITAL CORP Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $15,313 | $62,928-75.7% | $172,739-91.1% | $67,579-77.3% |
| Participation rate | 71.3% | 64.5%+6.8pp | 82.6%-11.3pp | 71.3%0pp |
| Annual return | 18.07% | 30.36%-12.3pp | 802.84%-784.8pp | 378.56%-360.5pp |
| Employer contribution / active EE | $485 | $1,636-70.4% | $5,143-90.6% | $2,148-77.4% |
| Participant deferral / active EE | $1,186 | $2,145-44.7% | $5,198-77.2% | $3,539-66.5% |
| Admin fee / account holder | $178 | $167+6.6% | $13,954-98.7% | $142+24.8% |