Filed February 6, 2023
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 |
|---|---|---|
MCCREADY & KEENE INC.3 years Service code 15 · EIN 35-0500670 | Recordkeeping | $77,399 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $53,251 |
Filed as: CAMBRIDGE FINANCIAL Service code 27 3300 IRVINE AVE SUITE 385 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $24,094 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Distribution (12b-1) fees; Custodial ... | $7,834 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,448 | $40,113-31.6% | $84,015-67.3% | $77,787-64.7% |
| Participation rate | 94.6% | 62.8%+31.8pp | 69.0%+25.6pp | 73.2%+21.4pp |
| Annual return | 20.02% | 23.27%-3.2pp | 71.31%-51.3pp | 32.57%-12.6pp |
| Employer contribution / active EE | $623 | $847-26.5% | $1,983-68.6% | $2,504-75.1% |
| Participant deferral / active EE | $1,805 | $2,030-11.1% | $3,239-44.3% | $3,967-54.5% |
| Admin fee / account holder | $78 | $92-14.5% | $6,101-98.7% | $100-21.7% |