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 |
|---|---|---|
Service code 14 · EIN 06-1050034 | Plan Administrator | $42,702 |
BENEFITS FUNDING SERVICES GROUP2+ years Service code 27 · EIN 20-8532658 | Advisory (Plan) | $31,215 |
HOLTHOUSE CARLIN & VAN TRIGT LLP2+ years Filed as: HOLTHOUSE, CARLIN & VAN TRIGT, LLP Service code 10 · EIN 95-4345526 | Accounting | $14,304 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $1,350 |
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 | $64,727 | $36,916+75.3% | $156,549-58.7% | $57,658+12.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 8.10% | 12.38%-4.3pp | 32.23%-24.1pp | 5.13%+3.0pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $9,140 | $1,926+374.6% | $4,871+87.6% | $3,061+198.6% |
| Admin fee / account holder | $118 | $82+43.1% | $13,027-99.1% | $95+24.8% |