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 |
|---|---|---|
BENEFITS FUNDING SERVICES GROUP3+ years Service code 27 · EIN 20-8532658 | Advisory (Plan) | $36,800 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $25,918 |
HOLTHOUSE CARLIN & VAN TRIGT LLP3+ years Filed as: HOLTHOUSE, CARLIN & VAN TRIGT, LLP Service code 10 · EIN 95-4345526 | Accounting | $12,860 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $1,550 |
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 | $69,035 | $46,173+49.5% | $170,442-59.5% | $69,631-0.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 17.94% | 21.62%-3.7pp | 205.93%-188.0pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $9,305 | $2,080+347.3% | $4,939+88.4% | $3,224+188.6% |
| Admin fee / account holder | $86 | $116-25.7% | $13,880-99.4% | $110-22.0% |