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) | $58,387 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $51,437 |
Filed as: HOLTHOUSE CARLIN & VANTRIGT LLP Service code 10 · EIN 95-4345526 | Accounting | $18,111 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,818 | $50,127+61.2% | $149,673-46.0% | $80,160+0.8% |
| Participation rate | 100.0% | 64.3%+35.7pp | 78.8%+21.2pp | 72.9%+27.1pp |
| Annual return | 18.13% | 29.82%-11.7pp | 134.42%-116.3pp | 40.38%-22.3pp |
| Employer contribution / active EE | $2 | $1,865-99.9% | $4,818-100.0% | $2,978-99.9% |
| Participant deferral / active EE | $11,020 | $3,194+245.1% | $5,680+94.0% | $5,017+119.6% |
| Admin fee / account holder | $80 | $153-47.8% | $13,210-99.4% | $145-45.1% |