Filed January 6, 2017 (most recent of 2 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 | Claims processing; Float revenue; Rec... | $44,146 |
ARMANINO LLP7+ years Service code 10 · EIN 94-6214841 | Accounting | $25,137 |
Service code 16 · EIN 43-1451524 | Consulting | $24,000 |
SEYFARTH SHAW LLP4 years Service code 29 · EIN 36-2152202 | Legal | $12,715 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $421,047 | $70,879+494.0% | $189,557+122.1% | $79,386+430.4% |
| Participation rate | 100.0% | 68.0%+32.0pp | 78.4%+21.6pp | 70.7%+29.3pp |
| Annual return | 14.51% | 20.70%-6.2pp | 64.17%-49.7pp | 116.85%-102.3pp |
| Employer contribution / active EE | $17,626 | $1,806+875.8% | $4,412+299.5% | $2,427+626.1% |
| Participant deferral / active EE | $7,254 | $4,081+77.7% | $6,174+17.5% | $4,046+79.3% |
| Admin fee / account holder | $588 | $647-9.2% | $9,807-94.0% | $626-6.1% |