Filed May 10, 2018 (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 |
|---|---|---|
SMITH HAYES ADVISERS, INC.2+ years Service code 17 200 CENTRE TERRACE · LINCOLN, NE 68508 | Pension Consulting | $7,918 |
Service code 12 · EIN 84-1477138 | Claims processing; Participant commun... | $5,064 |
NEWPORT GROUP, INC.2+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Investment management; Direct payment... | $2,383 |
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 | $21,950 | $77,634-71.7% | $156,549-86.0% | $62,891-65.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.40% | 50.32%-41.9pp | 32.23%-23.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $788 | $3,444-77.1% | $5,501-85.7% | $2,281-65.4% |
| Participant deferral / active EE | $2,661 | $3,045-12.6% | $4,871-45.4% | $3,203-16.9% |
| Admin fee / account holder | $136 | $5,561-97.6% | $13,027-99.0% | $4,296-96.8% |