Filed March 16, 2018
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 |
|---|---|---|
NWPS4 years Service code 15 · EIN 91-2090931 | Recordkeeping | $417,764 |
MATRIX TRUST COMPANY5 years Filed as: MATRIX TRUST Service code 19 · EIN 65-1214236 | Securities Custodian | $101,650 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 26 · EIN 13-2638116 | Advisory (Participants) | $45,000 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $44,346 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,742 | $99,062-42.7% | $136,007-58.3% | $99,062-42.7% |
| Participation rate | 74.6% | 71.6%+3.0pp | 76.5%-1.8pp | 71.6%+3.0pp |
| Annual return | 13.27% | 17.66%-4.4pp | 579.32%-566.1pp | 17.66%-4.4pp |
| Employer contribution / active EE | $4,661 | $3,262+42.9% | $4,217+10.5% | $3,262+42.9% |
| Participant deferral / active EE | $5,610 | $5,331+5.2% | $7,025-20.1% | $5,331+5.2% |
| Admin fee / account holder | $72 | $109-33.9% | $6,858-99.0% | $109-33.9% |