Filed October 23, 2018 (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 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 15 · EIN 04-1590850 | Recordkeeping | $239,029 |
CALLAN LLC3+ years Filed as: CALLAN ASSOCIATES INC Service code 27 · EIN 94-2192581 | Advisory (Plan) | $33,723 |
CALLAN LLC1 year Filed as: CALLAN ASSOCIATES INC. Service code 27 · EIN 94-2192581 | Advisory (Plan) | $25,000 |
SCHNEIDER DOWNS & CO., INC.2 years Filed as: SCHNEIDER DOWNS & CO., INC Service code 10 · EIN 25-1408703 | Accounting | $9,058 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 01-0656226 | Indirect Investment Fees | $0 |
Filed as: DREYFUS Service code 52 · EIN 13-4024319 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3287965 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1 year Service code 52 · EIN 22-3703799 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-2264646 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,092 | $38,833-9.6% | $78,778-55.5% | $77,958-55.0% |
| Participation rate | 91.9% | 60.9%+30.9pp | 69.2%+22.7pp | 71.6%+20.2pp |
| Annual return | 15.15% | 20.31%-5.2pp | 35.62%-20.5pp | 20.87%-5.7pp |
| Employer contribution / active EE | $84 | $840-90.0% | $1,986-95.8% | $2,310-96.4% |
| Participant deferral / active EE | $1,834 | $1,776+3.3% | $2,958-38.0% | $3,537-48.1% |
| Admin fee / account holder | $66 | $89-26.2% | $5,134-98.7% | $97-32.5% |