Filed August 6, 2020 (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 | $68,538 |
MRA ASSOCIATES USA LLC1 year Service code 27 · EIN 27-1529830 | Advisory (Plan) | $40,638 |
MILLER KAPLAN ARASE LLP4+ years Filed as: MILLER RUSSELL Service code 27 · EIN 27-1529830 | Advisory (Plan) | $9,340 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,307 | $37,196-61.5% | $154,107-90.7% | $55,725-74.3% |
| Participation rate | 95.2% | 64.1%+31.2pp | 83.0%+12.2pp | 70.9%+24.4pp |
| Annual return | -7.33% | 1319.68%-1327.0pp | 735.12%-742.4pp | 244.93%-252.3pp |
| Employer contribution / active EE | $545 | $1,614-66.2% | $5,298-89.7% | $2,078-73.8% |
| Participant deferral / active EE | $1,841 | $2,068-11.0% | $5,081-63.8% | $3,356-45.1% |
| Admin fee / account holder | $129 | $102+27.1% | $13,411-99.0% | $115+12.1% |