Filed December 18, 2018 (most recent of 4 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 37 · EIN 04-2647786 | Loan Processing | $236,104 |
ROWLAND CARMICHAEL ADVISORS1+ years Filed as: ROWLAND CARMICHAELS Service code 27 · EIN 86-0568468 | Advisory (Plan) | $142,899 |
MAYER HOFFMAN MCCANN P.C.1+ years Service code 10 · EIN 43-1947695 | Accounting | $10,500 |
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 | $44,928 | $61,125-26.5% | $108,579-58.6% | $63,975-29.8% |
| Participation rate | 96.1% | 80.5%+15.6pp | 79.6%+16.6pp | 71.1%+25.0pp |
| Annual return | 8.96% | 14.06%-5.1pp | -51.70%+60.7pp | 48.65%-39.7pp |
| Employer contribution / active EE | $3,890 | $2,237+73.9% | $3,758+3.5% | $2,182+78.3% |
| Participant deferral / active EE | $4,303 | $3,574+20.4% | $4,311-0.2% | $3,356+28.2% |
| Admin fee / account holder | $93 | $72+29.8% | $7,645-98.8% | $70+32.5% |