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 | $104,781 |
ADP BROKER-DEALER4 years Filed as: PENSION CONSULTANTS Service code 16 · EIN 43-1685158 | Consulting | $55,781 |
ARMANINO LLP1 year Filed as: ARMANINO Service code 10 · EIN 94-6214841 | Accounting | $15,800 |
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 | $109,332 | $42,353+158.1% | $79,550+37.4% | $64,808+68.7% |
| Participation rate | 98.7% | 64.8%+33.9pp | 69.5%+29.2pp | 71.5%+27.2pp |
| Annual return | -16.36% | -12.24%-4.1pp | 0.16%-16.5pp | 32.82%-49.2pp |
| Employer contribution / active EE | $1,352 | $1,181+14.6% | $2,413-44.0% | $2,506-46.0% |
| Participant deferral / active EE | $9,083 | $3,170+186.5% | $3,985+127.9% | $4,310+110.7% |
| Admin fee / account holder | $164 | $160+3.0% | $6,832-97.6% | $188-12.5% |