Filed December 21, 2018
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 |
|---|---|---|
MILLERICK SHAWN P3 years Service code 55 6 LOUDON RD STE 403 · CONCORD, NH 03301 | Other Commissions | $48,182 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $41,004 |
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 | $52,228 | $45,382+15.1% | $154,107-66.1% | $75,289-30.6% |
| Participation rate | 96.5% | 65.9%+30.6pp | 83.0%+13.5pp | 72.4%+24.1pp |
| Annual return | -2.33% | -0.47%-1.9pp | 735.12%-737.4pp | -0.04%-2.3pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,916 | $2,384+106.2% | $5,081-3.2% | $3,739+31.5% |
| Admin fee / account holder | $17 | $89-80.7% | $13,411-99.9% | $102-83.2% |