Filed May 1, 2017 (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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Finders... | $64,011 |
LAWING FINANCIAL2+ years Filed as: LAWING FINANCIAL ASSOCIATES, INC Service code 16 · EIN 48-1188446 | Consulting | $59,367 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $110,583 | $71,802+54.0% | $133,980-17.5% | $57,658+91.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 8.54% | 13.51%-5.0pp | 29.30%-20.8pp | 5.13%+3.4pp |
| Employer contribution / active EE | $3,599 | $3,161+13.8% | $5,211-30.9% | $1,974+82.4% |
| Participant deferral / active EE | $7,360 | $4,606+59.8% | $6,282+17.2% | $3,061+140.5% |
| Admin fee / account holder | $375 | $88+327.8% | $9,324-96.0% | $95+296.7% |