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 | Shareholder servicing fees; Claims pr... | $863,743 |
SCHENCK SC1 year Service code 10 · EIN 39-1173131 | Accounting | $14,350 |
LASALLE INVESTMENT ADVISORS2 years Service code 33 · EIN 39-1485056 | Securities brokerage; Securities brok... | $5,960 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $3,985 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $58,521 | $53,684+9.0% | $170,442-65.7% | $80,976-27.7% |
| Participation rate | 84.8% | 69.2%+15.6pp | 83.6%+1.2pp | 68.3%+16.5pp |
| Annual return | 18.72% | 25.97%-7.2pp | 205.93%-187.2pp | 22.91%-4.2pp |
| Employer contribution / active EE | $2,741 | $1,642+67.0% | $5,433-49.5% | $2,402+14.1% |
| Participant deferral / active EE | $3,955 | $3,017+31.1% | $4,939-19.9% | $3,848+2.8% |
| Admin fee / account holder | $65 | $46+39.5% | $13,880-99.5% | $67-4.1% |