Filed September 19, 2019
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 |
|---|---|---|
BCG SECURITIES2 years Filed as: BCG SECURITIES, INC. Service code 27 51 HADDONFIELD ROAD · CHERY HILL, NJ 08002 | Advisory (Plan) | $92,628 |
Service code 37 · EIN 04-2647786 | Loan Processing | $51,367 |
EISNERAMPER LLP3+ years Service code 10 · EIN 13-1639826 | Accounting | $33,760 |
Filed as: PILLAR BENEFITS GROUP, INC. Service code 27 · EIN 27-2291225 | Advisory (Plan) | $12,300 |
Form 5500 reported that benefits due were not provided when due.
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 | $64,166 | $90,410-29.0% | $91,001-29.5% | $77,958-17.7% |
| Participation rate | 94.5% | 86.4%+8.1pp | 75.6%+18.9pp | 71.6%+22.9pp |
| Annual return | 22.02% | 21.34%+0.7pp | 4.60%+17.4pp | 20.87%+1.2pp |
| Employer contribution / active EE | $1,883 | $3,392-44.5% | $2,456-23.3% | $2,310-18.5% |
| Participant deferral / active EE | $4,771 | $4,816-0.9% | $3,547+34.5% | $3,537+34.9% |
| Admin fee / account holder | $153 | $79+93.8% | $5,417-97.2% | $97+57.1% |