Filed August 6, 2019 (most recent of 4 filings on file)
Total covered: 218 employees
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 | Recordkeeping fees; Float revenue; Cl... | $143,757 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $199,545 | $127,481+56.5% | $149,696+33.3% | $90,288+121.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 82.5%+17.5pp | 73.4%+26.6pp |
| Annual return | 7.21% | 57.78%-50.6pp | 276.60%-269.4pp | 53.97%-46.8pp |
| Employer contribution / active EE | $5,620 | $3,448+63.0% | $4,644+21.0% | $2,524+122.7% |
| Participant deferral / active EE | $8,615 | $6,975+23.5% | $6,842+25.9% | $4,232+103.6% |
| Admin fee / account holder | $53 | $152-65.2% | $9,309-99.4% | $114-53.8% |