Filed July 12, 2018
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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $114,192 |
MELTON & MELTON LLP1+ years Service code 10 · EIN 74-1550819 | Accounting | $13,217 |
MMCSC BOSTONIAN GROUP DIVISION1+ years Service code 16 · EIN 06-1685865 | Consulting | $12,500 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $1,002 |
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 | $47,292 | $48,096-1.7% | $75,781-37.6% | $67,505-29.9% |
| Participation rate | 100.0% | 86.8%+13.2pp | 75.8%+24.2pp | 71.2%+28.8pp |
| Annual return | 2.96% | 0.30%+2.7pp | 9.68%-6.7pp | 6.52%-3.6pp |
| Employer contribution / active EE | $1,235 | $2,549-51.6% | $3,323-62.8% | $2,173-43.2% |
| Participant deferral / active EE | $3,737 | $3,109+20.2% | $3,651+2.3% | $3,597+3.9% |
| Admin fee / account holder | $22 | $82-73.7% | $5,299-99.6% | $56-61.5% |