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 | $78,815 |
ADP BROKER-DEALER3 years Filed as: PENSION CONSULTANTS Service code 17 · EIN 43-1685158 | Pension Consulting | $44,625 |
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 | $141,756 | $50,956+178.2% | $96,562+46.8% | $86,799+63.3% |
| Participation rate | 98.8% | 65.2%+33.5pp | 69.8%+29.0pp | 72.3%+26.5pp |
| Annual return | 18.01% | 21.27%-3.3pp | 37.78%-19.8pp | 97.91%-79.9pp |
| Employer contribution / active EE | $1,296 | $1,111+16.7% | $2,356-45.0% | $2,405-46.1% |
| Participant deferral / active EE | $8,590 | $2,954+190.8% | $3,849+123.2% | $4,131+107.9% |
| Admin fee / account holder | $119 | $166-28.5% | $6,181-98.1% | $170-29.9% |