Filed December 16, 2015 (most recent of 2 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 37 · EIN 04-2647786 | Loan Processing | $185,543 |
HEWITT ASSOCIATES LLC5+ years Filed as: HEWITT ENNIS KNUPP, INC. Service code 27 · EIN 22-2232264 | Advisory (Plan) | $18,351 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON Service code 17 · EIN 23-1159360 | Pension Consulting | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $113,260 | $121,004-6.4% | $69,455+63.1% | $89,569+26.4% |
| Participation rate | 33.1% | 66.9%-33.8pp | 74.6%-41.5pp | 69.6%-36.5pp |
| Annual return | 20.91% | 20.21%+0.7pp | 28.97%-8.1pp | 34.56%-13.6pp |
| Employer contribution / active EE | $0 | $5,335-100.0% | $2,779-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,504 | $4,335+26.9% | $3,535+55.7% | $4,220+30.4% |
| Admin fee / account holder | $22 | $32-31.0% | $3,839-99.4% | $72-69.3% |