Filed July 5, 2017 (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 |
|---|---|---|
T. E. LOTT AND COMPANY1+ years Filed as: T.E. LOTT & COMPANY, P.A. Service code 16 221 7TH STREET NORTH · COLUMBUS, MS 39703 | Consulting | $15,306 |
VALMARK ADVISERS INC1+ years Filed as: VALMARK SECURITIES INC Service code 55 130 SPRINGSIDE DR #300 · AKRON, OH 44333 | Other Commissions | $13,665 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,561 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,502 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,646 | $72,770-52.4% | $67,652-48.8% | $55,191-37.2% |
| Participation rate | 72.9% | 78.8%-5.9pp | 75.7%-2.8pp | 69.2%+3.7pp |
| Annual return | 0.22% | -3.26%+3.5pp | 6625.04%-6624.8pp | 10.78%-10.6pp |
| Employer contribution / active EE | $4 | $1,769-99.8% | $2,266-99.8% | $1,899-99.8% |
| Participant deferral / active EE | $1,906 | $3,408-44.1% | $3,560-46.5% | $3,046-37.4% |
| Admin fee / account holder | $43 | $79-45.9% | $4,821-99.1% | $91-53.1% |