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 COUNSEL3+ years Service code 27 · EIN 32-0036827 150 SO. WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $45,727 |
EMBREE FINANCIAL GROUP2 years Service code 27 · EIN 36-3983748 | Advisory (Plan) | $19,005 |
Service code 15 · EIN 13-3689044 440 MAMARONECK AVENUE · HARRISON, NY 10528 | Recordkeeping | $2,695 |
BEASLEY & COMPANY1 year Service code 15 · EIN 73-1412334 2626 EAST 21ST STREET, SUITE 1 · TULSA, OH 74114 | Recordkeeping | $2,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,569 | $63,299-4.3% | $91,001-33.4% | $62,292-2.8% |
| Participation rate | 75.1% | 73.3%+1.8pp | 75.6%-0.5pp | 69.5%+5.6pp |
| Annual return | 13.20% | 20.99%-7.8pp | 4.60%+8.6pp | 28.90%-15.7pp |
| Employer contribution / active EE | $3,148 | $1,807+74.2% | $2,456+28.2% | $2,042+54.2% |
| Participant deferral / active EE | $1,638 | $2,943-44.3% | $3,547-53.8% | $3,169-48.3% |
| Admin fee / account holder | $282 | $468-39.7% | $5,417-94.8% | $479-41.2% |