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 | Distribution (12b-1) fees; Shareholde... | $57,517 |
Filed as: MESIROW FINANCIAL Service code 16 · EIN 36-3429599 | Consulting | $41,253 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $11,750 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,903 | $62,928-52.5% | $172,739-82.7% | $67,579-55.8% |
| Participation rate | 43.9% | 64.5%-20.5pp | 82.6%-38.7pp | 71.3%-27.3pp |
| Annual return | 19.59% | 30.36%-10.8pp | 802.84%-783.2pp | 378.56%-359.0pp |
| Employer contribution / active EE | $467 | $1,636-71.5% | $5,143-90.9% | $2,148-78.3% |
| Participant deferral / active EE | $2,153 | $2,145+0.4% | $5,198-58.6% | $3,539-39.2% |
| Admin fee / account holder | $140 | $167-15.7% | $13,954-99.0% | $142-1.3% |