Filed January 4, 2019 (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 12 · EIN 13-3689044 | Direct payment from the plan; Partici... | $46,101 |
Filed as: MESIROW FINANCIAL Service code 16 · EIN 36-3429599 | Consulting | $33,146 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $27,857 | $46,173-39.7% | $170,442-83.7% | $69,631-60.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 19.77% | 21.62%-1.9pp | 205.93%-186.2pp | 27571.02%-27551.3pp |
| Employer contribution / active EE | $982 | $1,610-39.0% | $5,433-81.9% | $2,032-51.7% |
| Participant deferral / active EE | $4,324 | $2,080+107.9% | $4,939-12.5% | $3,224+34.1% |
| Admin fee / account holder | $107 | $116-7.6% | $13,880-99.2% | $110-3.0% |