Filed February 21, 2022 (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 |
|---|---|---|
LODESTAR INVESTMENT COUNSEL2+ years Service code 27 · EIN 32-0036827 150 SO. WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $42,743 |
EMBREE FINANCIAL GROUP1 year Service code 27 · EIN 36-3983748 | Advisory (Plan) | $19,136 |
Service code 15 · EIN 13-3689044 440 MAMARONECK AVENUE · HARRISON, NY 10528 | Recordkeeping | $18,445 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,087 | $56,629+2.6% | $77,999-25.5% | $55,167+5.3% |
| Participation rate | 98.3% | 73.3%+25.0pp | 75.5%+22.7pp | 69.0%+29.3pp |
| Annual return | 7.37% | 2866.98%-2859.6pp | 425.96%-418.6pp | 169.23%-161.9pp |
| Employer contribution / active EE | $3,526 | $1,723+104.6% | $2,470+42.7% | $1,963+79.7% |
| Participant deferral / active EE | $1,896 | $2,777-31.7% | $3,497-45.8% | $3,054-37.9% |
| Admin fee / account holder | $402 | $467-13.7% | $5,480-92.7% | $504-20.1% |