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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $469,802 |
LIGHTHOUSE MARKETING SERVICES2+ years Service code 14 · EIN 36-4388251 | Plan Administrator | $16,283 |
RSM US LLP1 year Filed as: MCGLADERY & PULLEN, LLP Service code 10 · EIN 42-0714325 | Accounting | $12,600 |
ERIC J. FERNANDEZ & CO.1 year Filed as: ERIC FIELDS Service code 56 KEHE DISTRIBUTORS INC · NAPERVILLE, IL 60563 | Non-monetary compensation | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,343 | $69,744-59.4% | $110,238-74.3% | $68,904-58.9% |
| Participation rate | 94.9% | 83.4%+11.4pp | 79.8%+15.1pp | 74.1%+20.8pp |
| Annual return | 10.88% | -2.58%+13.5pp | 314.74%-303.9pp | 1.07%+9.8pp |
| Employer contribution / active EE | $10 | $2,204-99.5% | $3,826-99.7% | $2,540-99.6% |
| Participant deferral / active EE | $3,010 | $4,131-27.1% | $4,672-35.6% | $4,015-25.0% |
| Admin fee / account holder | $86 | $67+27.8% | $8,547-99.0% | $71+20.0% |