Filed February 20, 2018 (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 38 · EIN 04-1590850 | Participant Communication | $994,028 |
Filed as: WILLIS TOWERS WATSON Service code 50 · EIN 53-0181291 | Direct Payment | $50,936 |
ASCENSUS LLC2 years Filed as: ADMIN PARTNERS LLC Service code 15 · EIN 26-3310639 | Recordkeeping | $40,241 |
MERCER1 year Service code 50 · EIN 34-2015463 | Direct Payment | $37,500 |
HARRIS3 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
THE HARTFORD1 year Service code 52 · EIN 41-6009937 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 52 · EIN 23-2787277 | Indirect Investment Fees | $0 |
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 | $52,223 | $58,202-10.3% | $172,739-69.8% | $89,569-41.7% |
| Participation rate | 95.4% | 72.8%+22.6pp | 82.6%+12.8pp | 69.6%+25.9pp |
| Annual return | 21.57% | 61.59%-40.0pp | 802.84%-781.3pp | 34.56%-13.0pp |
| Employer contribution / active EE | $3,585 | $1,759+103.8% | $5,143-30.3% | $2,584+38.7% |
| Participant deferral / active EE | $4,233 | $3,335+26.9% | $5,198-18.6% | $4,220+0.3% |
| Admin fee / account holder | $79 | $53+50.4% | $13,954-99.4% | $72+10.4% |