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 | $82,679 |
ADP BROKER-DEALER5 years Filed as: PENSION CONSULTANTS Service code 16 · EIN 43-1685158 | Consulting | $41,250 |
ARMANINO LLP2 years Filed as: ARMANINO Service code 10 · EIN 94-6214841 | Accounting | $12,747 |
Filed as: GREENSFELDER Service code 29 10 SOUTH BROADWAY · ST LOUIS, MO 63102 | Legal | $6,141 |
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 | $117,457 | $53,165+120.9% | $86,188+36.3% | $74,419+57.8% |
| Participation rate | 98.6% | 64.9%+33.7pp | 69.0%+29.6pp | 70.7%+27.8pp |
| Annual return | 18.18% | 22.64%-4.5pp | 1168.45%-1150.3pp | 34.38%-16.2pp |
| Employer contribution / active EE | $1,392 | $1,210+15.0% | $2,380-41.5% | $2,637-47.2% |
| Participant deferral / active EE | $9,270 | $3,234+186.6% | $3,985+132.6% | $4,528+104.7% |
| Admin fee / account holder | $128 | $551-76.9% | $6,852-98.1% | $348-63.3% |