Filed January 18, 2018 (most recent of 5 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 |
|---|---|---|
BFSG LLC2 years Service code 27 · EIN 20-8161914 | Advisory (Plan) | $323,351 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $285,849 |
Filed as: HOLTHOUSE CARLIN & VANTRIGT LLP Service code 10 · EIN 95-4345526 | Accounting | $10,421 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,928 | $59,339+66.7% | $149,673-33.9% | $103,482-4.4% |
| Participation rate | 100.0% | 70.2%+29.8pp | 78.8%+21.2pp | 73.3%+26.7pp |
| Annual return | 18.49% | 77.78%-59.3pp | 134.42%-115.9pp | 33.11%-14.6pp |
| Employer contribution / active EE | $2,869 | $2,178+31.7% | $4,818-40.5% | $3,208-10.6% |
| Participant deferral / active EE | $6,338 | $3,716+70.6% | $5,680+11.6% | $5,207+21.7% |
| Admin fee / account holder | $85 | $103-17.2% | $13,210-99.4% | $114-25.3% |