Filed May 28, 2015 (most recent of 3 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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $415,231 |
Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 70 · EIN 26-0058143 | Consulting Fees | $65,250 |
SC&H ATTEST SERVICES, P.C.7 years Filed as: SC&H ATTEST SERVICES, P.C Service code 10 · EIN 52-1743645 | Accounting | $32,900 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 70 · EIN 26-4310632 | Consulting Fees | $15,000 |
ALTERITY GROUP2 years Filed as: ALTERITY GROUP, LLC Service code 70 PO BOX 9101 · PLAINVIEW, NY 11803 | Consulting Fees | $10,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,813 | $122,186+67.6% | $146,958+39.4% | $199,593+2.6% |
| Participation rate | 92.8% | 78.3%+14.5pp | 82.2%+10.6pp | 72.0%+20.8pp |
| Annual return | 18.22% | 30.56%-12.3pp | 418.34%-400.1pp | 34.25%-16.0pp |
| Employer contribution / active EE | $7,955 | $4,093+94.4% | $4,933+61.3% | $3,034+162.2% |
| Participant deferral / active EE | $14,439 | $8,502+69.8% | $8,070+78.9% | $5,087+183.8% |
| Admin fee / account holder | $94 | $179-47.4% | $12,998-99.3% | $269-65.0% |