Filed April 7, 2017 (most recent of 4 filings on file)
Total covered: 242 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; Distribution (12b-... | $742,150 |
QUARLES & BRADY LLP1 year Service code 29 · EIN 39-0432630 | Legal | $16,880 |
SCHENCK SC2+ years Filed as: SCHENCK BUSINESS SOLUTIONS Service code 10 · EIN 39-1173131 | Accounting | $11,180 |
Service code 33 · EIN 39-1485056 | Securities brokerage; Securities brok... | $7,602 |
Filed as: CHARLES SCHWAB & CO. INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $2,553 |
Filed as: CHARLES SCHWAB AND CO, INC Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $51,275 | $306,927-83.3% | $156,549-67.2% | - |
| Participation rate | 0.0% | 59.9%-59.9pp | 84.0%-84.0pp | - |
| Annual return | 9.53% | 1.08%+8.5pp | 32.23%-22.7pp | - |
| Employer contribution / active EE | $0 | $1,481-100.0% | $5,501-100.0% | - |
| Participant deferral / active EE | $0 | $1,779-100.0% | $4,871-100.0% | - |
| Admin fee / account holder | $21 | $73,834-100.0% | $13,027-99.8% | - |