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 | $428,058 |
ROWLAND CARMICHAEL ADVISORS2 years Service code 28 · EIN 86-0568468 | Investment Management | $193,414 |
MAYER HOFFMAN MCCANN P.C.3+ years Service code 10 · EIN 43-1947695 | Accounting | $11,130 |
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 | $46,532 | $64,311-27.6% | $110,238-57.8% | $75,289-38.2% |
| Participation rate | 98.5% | 79.3%+19.3pp | 79.8%+18.7pp | 72.4%+26.1pp |
| Annual return | -4.52% | -1.74%-2.8pp | 314.74%-319.3pp | -0.04%-4.5pp |
| Employer contribution / active EE | $3,571 | $2,404+48.6% | $3,826-6.7% | $2,405+48.5% |
| Participant deferral / active EE | $4,910 | $3,892+26.2% | $4,672+5.1% | $3,739+31.3% |
| Admin fee / account holder | $126 | $88+43.9% | $8,547-98.5% | $102+23.3% |