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 49 · EIN 04-1590850 | Other Services | $166,587 |
CALLAN LLC3 years Filed as: CALLAN ASSOCIATES INC. Service code 27 · EIN 94-2192581 | Advisory (Plan) | $37,500 |
Filed as: SCHNEIDER DOWNS & CO. INC Service code 10 · EIN 25-1408703 | Accounting | $18,088 |
CALLAN LLC2 years Service code 27 · EIN 94-2192581 | Advisory (Plan) | $12,500 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Filed as: BNY MELLON Service code 52 · EIN 13-4024319 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS3 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | 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 | $35,900 | $40,113-10.5% | $84,015-57.3% | $77,787-53.8% |
| Participation rate | 89.1% | 62.8%+26.3pp | 69.0%+20.1pp | 73.2%+15.9pp |
| Annual return | 20.63% | 23.27%-2.6pp | 71.31%-50.7pp | 32.57%-11.9pp |
| Employer contribution / active EE | $102 | $847-88.0% | $1,983-94.9% | $2,504-95.9% |
| Participant deferral / active EE | $1,846 | $2,030-9.1% | $3,239-43.0% | $3,967-53.5% |
| Admin fee / account holder | $48 | $92-47.6% | $6,101-99.2% | $100-52.1% |