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 | Claims processing; Float revenue; Par... | $350,236 |
MARQUETTE ASSOCIATES4 years Filed as: MARQUETTE ASSOCIATES INC. Service code 16 · EIN 36-3485298 | Consulting | $33,750 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $158 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,468 | $50,127-43.2% | $149,673-81.0% | $80,160-64.5% |
| Participation rate | 91.5% | 64.3%+27.2pp | 78.8%+12.7pp | 72.9%+18.5pp |
| Annual return | 20.36% | 29.82%-9.5pp | 134.42%-114.1pp | 40.38%-20.0pp |
| Employer contribution / active EE | $2,268 | $1,865+21.6% | $4,818-52.9% | $2,978-23.8% |
| Participant deferral / active EE | $4,081 | $3,194+27.8% | $5,680-28.1% | $5,017-18.7% |
| Admin fee / account holder | $87 | $153-43.3% | $13,210-99.3% | $145-40.3% |