Filed April 4, 2018 (most recent of 5 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 |
|---|---|---|
ITS ASSET MANAGEMENT1+ years Filed as: ITS ASSET MANAGEMENT LP Service code 49 1720 WASHINGTON ROAD · WASHINGTON, PA 153011260 | Other Services | $90,507 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 12 9265 COUNSELORS ROW · INDIANAPOLIS, IN 462406402 | Claims processing; Recordkeeping and ... | $21,118 |
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, IN 432152220 | Recordkeeping | $4,795 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,874 | $38,925-59.2% | $73,843-78.5% | $55,191-71.2% |
| Participation rate | 89.7% | 66.0%+23.7pp | 73.4%+16.3pp | 69.2%+20.6pp |
| Annual return | -3.43% | 6.31%-9.7pp | 2267.84%-2271.3pp | 10.78%-14.2pp |
| Employer contribution / active EE | $613 | $1,695-63.9% | $2,787-78.0% | $1,899-67.7% |
| Participant deferral / active EE | $1,926 | $2,351-18.1% | $3,583-46.2% | $3,046-36.8% |
| Admin fee / account holder | $132 | $83+58.8% | $4,880-97.3% | $91+44.9% |