Filed July 8, 2019 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 | $208,428 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 10 · EIN 36-4291971 | Accounting | $68,000 |
BRIGGS & VESELKA CO.1 year Filed as: BRIGGS AND VESELKA CO. Service code 10 · EIN 74-1769118 | Accounting | $17,300 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $16,626 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT, Service code 27 · EIN 36-3297908 | Advisory (Plan) | $12,926 |
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 | $111,819 | $56,095+99.3% | $178,490-37.4% | $90,288+23.8% |
| Participation rate | 99.6% | 65.6%+34.0pp | 81.9%+17.6pp | 73.4%+26.2pp |
| Annual return | 15.06% | 28.81%-13.8pp | 151.07%-136.0pp | 53.97%-38.9pp |
| Employer contribution / active EE | $3,595 | $1,572+128.6% | $5,011-28.3% | $2,524+42.4% |
| Participant deferral / active EE | $6,099 | $2,669+128.5% | $5,202+17.2% | $4,232+44.1% |
| Admin fee / account holder | $72 | $101-28.7% | $13,984-99.5% | $114-37.1% |