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 | $339,525 |
ROWLAND CARMICHAEL ADVISORS3 years Service code 27 · EIN 86-0568468 | Advisory (Plan) | $190,282 |
MAYER HOFFMAN MCCANN P.C.4+ years Service code 10 · EIN 43-1947695 | Accounting | $11,500 |
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 | $52,386 | $73,125-28.4% | $125,175-58.1% | $77,787-32.7% |
| Participation rate | 98.6% | 79.4%+19.2pp | 79.8%+18.8pp | 73.2%+25.4pp |
| Annual return | 22.10% | 24.71%-2.6pp | 43.79%-21.7pp | 32.57%-10.5pp |
| Employer contribution / active EE | $3,838 | $2,413+59.1% | $3,865-0.7% | $2,504+53.3% |
| Participant deferral / active EE | $5,070 | $3,966+27.8% | $4,937+2.7% | $3,967+27.8% |
| Admin fee / account holder | $95 | $89+5.9% | $9,702-99.0% | $100-5.4% |