Filed October 10, 2019
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 37 · EIN 04-2647786 | Loan Processing | $45,912 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $44,868 |
PORTER & HUNT, LLP8 years Filed as: PORTER & HUNT , LLP Service code 10 · EIN 26-0526155 | Accounting | $8,750 |
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 | $35,148 | $47,126-25.4% | $149,673-76.5% | $74,419-52.8% |
| Participation rate | 97.5% | 63.4%+34.1pp | 78.8%+18.8pp | 70.7%+26.8pp |
| Annual return | 17.45% | 22.75%-5.3pp | 134.42%-117.0pp | 34.38%-16.9pp |
| Employer contribution / active EE | $2,618 | $1,905+37.4% | $4,818-45.7% | $2,637-0.7% |
| Participant deferral / active EE | $3,476 | $2,728+27.4% | $5,680-38.8% | $4,528-23.2% |
| Admin fee / account holder | $182 | $343-47.0% | $13,210-98.6% | $348-47.8% |