Filed March 31, 2016 (most recent of 4 filings on file)
Total covered: 2 employees
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... | $308,805 |
MARQUETTE ASSOCIATES3 years Filed as: MARQUETTE ASSOCIATES INC. Service code 16 · EIN 36-3485298 | Consulting | $33,750 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $214 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,111 | $45,000-44.2% | $143,757-82.5% | $77,904-67.8% |
| Participation rate | 76.9% | 66.8%+10.0pp | 80.3%-3.5pp | 73.7%+3.2pp |
| Annual return | -15.08% | 29.03%-44.1pp | -0.04%-15.0pp | 12.21%-27.3pp |
| Employer contribution / active EE | $1,890 | $1,870+1.1% | $4,951-61.8% | $2,848-33.6% |
| Participant deferral / active EE | $3,264 | $3,157+3.4% | $5,637-42.1% | $4,806-32.1% |
| Admin fee / account holder | $83 | $98-15.2% | $14,673-99.4% | $133-37.0% |