Filed March 30, 2018 (most recent of 3 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 37 · EIN 04-2647786 | Loan Processing | $89,543 |
ADP BROKER-DEALER6 years Filed as: PENSION CONSULTANTS Service code 16 · EIN 43-1685158 | Consulting | $30,938 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,410 | $54,193+162.8% | $93,606+52.1% | $77,643+83.4% |
| Participation rate | 87.8% | 63.9%+23.8pp | 68.7%+19.0pp | 70.6%+17.2pp |
| Annual return | 19.32% | 30.54%-11.2pp | 133.20%-113.9pp | 31.24%-11.9pp |
| Employer contribution / active EE | $1,202 | $1,168+2.9% | $2,420-50.3% | $2,726-55.9% |
| Participant deferral / active EE | $8,284 | $3,144+163.5% | $4,411+87.8% | $4,647+78.3% |
| Admin fee / account holder | $115 | $576-80.0% | $8,285-98.6% | $430-73.3% |