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 13 · EIN 06-1050034 | Contract Administrator | $60,153 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $38,843 |
BFSG LLC1 year Service code 16 · EIN 20-8161914 | Consulting | $31,751 |
Filed as: HOLTHOUSE CARLIN & VANTRIGT LLP Service code 10 · EIN 06-1050034 | Accounting | $18,890 |
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 | $70,723 | $45,000+57.2% | $143,757-50.8% | $77,904-9.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 80.3%+19.7pp | 73.7%+26.3pp |
| Annual return | -15.94% | 29.03%-45.0pp | -0.04%-15.9pp | 12.21%-28.1pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $10,475 | $3,157+231.8% | $5,637+85.8% | $4,806+118.0% |
| Admin fee / account holder | $99 | $98+1.0% | $14,673-99.3% | $133-25.0% |