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.4+ years Service code 17 200 CENTRE TERRACE · LINCOLN, NE 68508 | Pension Consulting | $10,631 |
Service code 12 · EIN 84-1477138 | Recordkeeping fees; Participant loan ... | $6,108 |
NEWPORT GROUP, INC.4+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Direct payment from the plan; Float r... | $1,969 |
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 | $32,576 | $76,000-57.1% | $154,107-78.9% | $64,186-49.2% |
| Participation rate | 95.2% | 70.4%+24.7pp | 83.0%+12.1pp | 69.6%+25.6pp |
| Annual return | -7.27% | 30.32%-37.6pp | 735.12%-742.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,519 | $3,351-54.7% | $5,298-71.3% | $2,381-36.2% |
| Participant deferral / active EE | $3,867 | $3,175+21.8% | $5,081-23.9% | $3,470+11.4% |
| Admin fee / account holder | $210 | $5,596-96.2% | $13,411-98.4% | $4,888-95.7% |