Filed January 4, 2022 (most recent of 2 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 |
|---|---|---|
STILES FINANCIAL SERVICES2+ years Filed as: STILES FINANCIAL SERVICES, INC. Service code 27 · EIN 41-1981331 | Advisory (Plan) | $50,000 |
MILLIMAN, INC.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $36,721 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $23,316 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $198,926 | $74,024+168.7% | $77,999+155.0% | $57,658+245.0% |
| Participation rate | 88.9% | 79.7%+9.2pp | 75.5%+13.4pp | 70.2%+18.7pp |
| Annual return | 8.49% | 12.14%-3.7pp | 425.96%-417.5pp | 5.13%+3.4pp |
| Employer contribution / active EE | $12,512 | $2,365+429.0% | $2,470+406.5% | $1,974+533.9% |
| Participant deferral / active EE | $7,413 | $3,533+109.8% | $3,497+112.0% | $3,061+142.2% |
| Admin fee / account holder | $607 | $93+551.7% | $5,480-88.9% | $95+542.5% |