Filed July 13, 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 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 12 · EIN 13-3689044 | Float revenue; Recordkeeping and info... | $61,165 |
TRUENORTH, INC.2+ years Service code 16 · EIN 48-1233289 | Consulting | $12,500 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $49,977 | $39,859+25.4% | $78,689-36.5% | $57,658-13.3% |
| Participation rate | 97.5% | 66.1%+31.4pp | 73.6%+23.9pp | 70.2%+27.2pp |
| Annual return | 8.42% | 18.96%-10.5pp | 62.18%-53.8pp | 5.13%+3.3pp |
| Employer contribution / active EE | $5,226 | $1,786+192.7% | $2,851+83.3% | $1,974+164.8% |
| Participant deferral / active EE | $5,609 | $2,248+149.5% | $3,517+59.5% | $3,061+83.3% |
| Admin fee / account holder | $161 | $76+111.8% | $4,510-96.4% | $95+70.7% |