Filed February 13, 2019
See peer percentile detail. $4.99 for your first month.
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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 | $160,785 |
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $90,000 |
MMA SECURITIES LLC6 years Filed as: MARSH USA INC Service code 49 · EIN 36-1436000 | Other Services | $78,751 |
KREISCHER MILLER9+ years Service code 10 · EIN 23-1980475 | Accounting | $52,771 |
SMITHS GROUP SERVICES CORP2 years Service code 35 · EIN 22-3015350 | Employee (plan sponsor) | $22,805 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $146,456 | $104,697+39.9% | $96,544+51.7% | $80,160+82.7% |
| Participation rate | 71.2% | 86.4%-15.2pp | 76.0%-4.8pp | 72.9%-1.8pp |
| Annual return | 20.50% | 21.78%-1.3pp | 25.84%-5.3pp | 40.38%-19.9pp |
| Employer contribution / active EE | $3,396 | $3,536-4.0% | $2,965+14.5% | $2,978+14.0% |
| Participant deferral / active EE | $5,140 | $6,188-16.9% | $4,851+6.0% | $5,017+2.5% |
| Admin fee / account holder | $64 | $107-40.0% | $8,252-99.2% | $145-55.8% |