Filed April 22, 2016 (most recent of 4 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 37 · EIN 04-2647786 | Loan Processing | $599,916 |
KPMG LLP1 year Filed as: KPMG LLC Service code 10 · EIN 13-5565207 | Accounting | $60,000 |
SEYFARTH SHAW LLP1 year Service code 16 · EIN 36-2152202 | Consulting | $40,240 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,467 | $45,000+72.1% | $143,757-46.1% | $77,904-0.6% |
| Participation rate | 92.9% | 66.8%+26.1pp | 80.3%+12.6pp | 73.7%+19.2pp |
| Annual return | -8.43% | 29.03%-37.5pp | -0.04%-8.4pp | 12.21%-20.6pp |
| Employer contribution / active EE | $922 | $1,870-50.7% | $4,951-81.4% | $2,848-67.6% |
| Participant deferral / active EE | $5,674 | $3,157+79.7% | $5,637+0.6% | $4,806+18.1% |
| Admin fee / account holder | $88 | $98-10.4% | $14,673-99.4% | $133-33.5% |