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 | Direct payment from the plan; Claims ... | $60,530 |
PLANNING CORP OF AMERICA4 years Filed as: PLANNING SOLUTIONS GROUP Service code 16 · EIN 92-0042738 | Consulting | $20,000 |
BKD, LLP5 years Filed as: DIXON HUGHES GOODMAN Service code 10 · EIN 56-0747981 | Accounting | $10,625 |
MID ATLANTIC CAPITAL CORPORATION6+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,791 | $127,481-77.4% | $149,696-80.8% | $90,288-68.1% |
| Participation rate | 90.7% | 78.2%+12.5pp | 82.5%+8.2pp | 73.4%+17.3pp |
| Annual return | 23.76% | 57.78%-34.0pp | 276.60%-252.8pp | 53.97%-30.2pp |
| Employer contribution / active EE | $1,493 | $3,448-56.7% | $4,644-67.8% | $2,524-40.8% |
| Participant deferral / active EE | $4,747 | $6,975-32.0% | $6,842-30.6% | $4,232+12.2% |
| Admin fee / account holder | $60 | $152-60.7% | $9,309-99.4% | $114-47.7% |