Filed November 8, 2017
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 |
|---|---|---|
Filed as: MAKELA TOUTANT HILL NARDI KATONA Service code 99 · EIN 38-2806590 | Other Fees | $6,799 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,399 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $79,040 | $79,523-0.6% | $140,016-43.5% | $56,287+40.4% |
| Participation rate | 77.7% | 85.7%-8.0pp | 87.5%-9.8pp | 69.9%+7.8pp |
| Annual return | 1.35% | 2.39%-1.0pp | 651.12%-649.8pp | -9.96%+11.3pp |
| Employer contribution / active EE | $2,331 | $3,350-30.4% | $5,606-58.4% | $2,111+10.4% |
| Participant deferral / active EE | $3,648 | $5,129-28.9% | $6,927-47.3% | $3,350+8.9% |
| Admin fee / account holder | $113 | $614-81.5% | $10,705-98.9% | $521-78.2% |