Filed February 10, 2015 (most recent of 3 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 |
|---|---|---|
PRONVEST6+ years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $58,410 |
FEG ADVISORS1 year Service code 28 · EIN 01-0694771 | Investment Management | $44,692 |
BKD, LLP6+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $14,200 |
MATRIX TRUST COMPANY1 year Filed as: BROADRIDGE CUSTOMER COMMUNICATIONS Service code 36 · EIN 20-0241789 | Copying and duplicating; Participant ... | $13,905 |
Service code 15 · EIN 53-0181291 | Recordkeeping | $8,600 |
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 | $161,538 | $110,699+45.9% | $177,821-9.2% | $90,288+78.9% |
| Participation rate | 78.1% | 88.3%-10.2pp | 87.7%-9.6pp | 73.4%+4.7pp |
| Annual return | 14.83% | 22.79%-8.0pp | 48.32%-33.5pp | 53.97%-39.1pp |
| Employer contribution / active EE | $2,001 | $4,118-51.4% | $5,918-66.2% | $2,524-20.7% |
| Participant deferral / active EE | $6,722 | $6,731-0.1% | $7,714-12.9% | $4,232+58.8% |
| Admin fee / account holder | $52 | $90-42.5% | $12,427-99.6% | $114-54.6% |