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 |
|---|---|---|
Service code 12 · EIN 84-1477138 | Sub-transfer agency fees; Direct paym... | $9,223 |
SMITH HAYES ADVISERS, INC.3+ years Service code 17 200 CENTRE TERRACE · LINCOLN, NE 68508 | Pension Consulting | $9,057 |
NEWPORT GROUP, INC.3+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Custodial (other than securities); Tr... | $2,093 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,474 | $84,233-61.4% | $170,442-80.9% | $70,131-53.7% |
| Participation rate | 95.5% | 70.8%+24.7pp | 83.6%+11.9pp | 69.5%+26.0pp |
| Annual return | 20.79% | 23.06%-2.3pp | 205.93%-185.1pp | 73.14%-52.4pp |
| Employer contribution / active EE | $760 | $3,387-77.6% | $5,433-86.0% | $2,342-67.6% |
| Participant deferral / active EE | $3,081 | $3,086-0.1% | $4,939-37.6% | $3,332-7.5% |
| Admin fee / account holder | $226 | $5,698-96.0% | $13,880-98.4% | $4,645-95.1% |