Filed December 17, 2020 (most recent of 2 filings on file)
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 3-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 |
|---|---|---|
CORNERSTONE ADVISORS ASSET MGMT2+ years Filed as: CORNERSTONE ADVISORS ASSET MGMT., I Service code 28 · EIN 75-3204798 | Investment Management | $15,589 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $81,251 | $68,408+18.8% | $57,179+42.1% | $57,658+40.9% |
| Participation rate | 92.9% | 79.1%+13.8pp | 75.3%+17.6pp | 70.2%+22.7pp |
| Annual return | 11.33% | 8.51%+2.8pp | 14.59%-3.3pp | 5.13%+6.2pp |
| Employer contribution / active EE | $0 | $2,869-100.0% | $2,682-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $5,175 | $2,903+78.2% | $3,096+67.1% | $3,061+69.1% |
| Admin fee / account holder | $22 | $70-67.9% | $3,139-99.3% | $95-76.3% |