Filed December 18, 2019 (most recent of 5 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 8-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 |
|---|---|---|
SUMMIT FINANCIAL CORPORATION2+ years Filed as: SUMMIT STRATEGIES GROUP Service code 27 · EIN 43-1708520 | Advisory (Plan) | $312,486 |
Filed as: PRINCIPAL Service code 27 · EIN 42-1520346 | Advisory (Plan) | $255,646 |
BMO HARRIS BANK NA2+ years Service code 21 · EIN 36-2085229 | Bank Trustee | $154,096 |
MORGAN CREEK CAPITAL MANAGEMENT2+ years Service code 27 · EIN 98-1109159 | Advisory (Plan) | $0 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 13.60% | 26.60%-13.0pp | 10.16%+3.4pp | 17.84%-4.2pp |
| Employer contribution / active EE | $6,744 | $7,232-6.7% | $33,192-79.7% | $14,688-54.1% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |