Filed October 9, 2020 (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 13 · EIN 06-1050034 | Contract Administrator | $88,170 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS & CO. Service code 27 · EIN 43-0538770 | Advisory (Plan) | $23,511 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 99 · EIN 22-1211670 | Other Fees | $20,448 |
Filed as: PRUDENTIAL TRUST CO. Service code 51 · EIN 23-6994310 | Investment Mgmt Fees | $12,269 |
Filed as: VANDER PLOEG, BERGAKKER & ASSOCIATE Service code 10 · EIN 38-2445537 | Accounting | $9,575 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,944 | $51,447+34.0% | $104,607-34.1% | $73,409-6.1% |
| Participation rate | 99.6% | 68.2%+31.3pp | 74.1%+25.5pp | 72.2%+27.4pp |
| Annual return | 10.09% | 25.06%-15.0pp | 340.46%-330.4pp | 59.29%-49.2pp |
| Employer contribution / active EE | $4,549 | $1,441+215.7% | $2,681+69.7% | $2,234+103.7% |
| Participant deferral / active EE | $3,602 | $3,058+17.8% | $3,740-3.7% | $3,805-5.3% |
| Admin fee / account holder | $116 | $122-4.5% | $6,473-98.2% | $158-26.2% |