Filed December 12, 2023 (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 |
|---|---|---|
PENSION ASSURANCE LLP3+ years Filed as: KB PENSION SERVICES Service code 16 · EIN 65-0721164 9423 TOWN CENTER PARKWAY · BRADENTON, FL 34202 | Consulting | $4,701 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 15 · EIN 04-1590850 | Recordkeeping | $1,131 |
Service code 64 · EIN 84-0467907 8515 EAST OCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Filed as: MESIROW FINANCIAL INVEST. MANAGEMEN Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
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 | $22,813 | $51,466-55.7% | $78,778-71.0% | $62,292-63.4% |
| Participation rate | 76.0% | 59.8%+16.2pp | 69.2%+6.8pp | 69.5%+6.5pp |
| Annual return | 18.10% | 19.96%-1.9pp | 35.62%-17.5pp | 28.90%-10.8pp |
| Employer contribution / active EE | $391 | $827-52.7% | $1,986-80.3% | $2,042-80.8% |
| Participant deferral / active EE | $2,114 | $2,147-1.6% | $2,958-28.5% | $3,169-33.3% |
| Admin fee / account holder | $15 | $489-97.0% | $5,134-99.7% | $479-96.9% |