Filed December 11, 2015 (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 7-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 37 · EIN 04-2647786 | Loan Processing | $194,267 |
ABD RETIREMENT SERVICES INC2 years Service code 27 · EIN 80-0833114 | Advisory (Plan) | $84,975 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,745 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $18,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,101 | $120,450+95.2% | $159,436+47.5% | $93,030+152.7% |
| Participation rate | 97.0% | 78.0%+19.0pp | 82.8%+14.2pp | 73.9%+23.1pp |
| Annual return | 15.20% | 27.11%-11.9pp | 263.57%-248.4pp | 158.70%-143.5pp |
| Employer contribution / active EE | $5,158 | $3,526+46.3% | $4,829+6.8% | $2,706+90.6% |
| Participant deferral / active EE | $15,481 | $7,283+112.6% | $7,352+110.6% | $4,562+239.3% |
| Admin fee / account holder | $151 | $137+10.1% | $10,799-98.6% | $152-0.7% |