Filed June 11, 2024 (most recent of 3 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 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $89,979 |
BKD, LLP4 years Filed as: DIXON HUGHES GOODMAN Service code 10 · EIN 56-0747981 | Accounting | $22,250 |
PLANNING CORP OF AMERICA3 years Filed as: PLANNING SOLUTIONS GROUP Service code 16 · EIN 92-0042738 | Consulting | $15,000 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,690 | $88,122-67.4% | $141,162-79.7% | $67,579-57.5% |
| Participation rate | 89.4% | 76.5%+13.0pp | 82.5%+7.0pp | 71.3%+18.2pp |
| Annual return | 28.50% | 75.40%-46.9pp | 71.39%-42.9pp | 378.56%-350.1pp |
| Employer contribution / active EE | $1,500 | $3,224-53.5% | $4,735-68.3% | $2,148-30.2% |
| Participant deferral / active EE | $4,537 | $5,958-23.9% | $6,709-32.4% | $3,539+28.2% |
| Admin fee / account holder | $112 | $131-14.4% | $10,261-98.9% | $142-21.2% |