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 | $899,418 |
Service code 50 · EIN 53-0181291 | Direct Payment | $77,547 |
MERCER2 years Service code 50 · EIN 34-2015463 | Direct Payment | $37,500 |
ASCENSUS LLC3 years Filed as: ADMIN PARTNERS LLC Service code 15 · EIN 26-3310639 | Recordkeeping | $35,976 |
INVESCO2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
THE HARTFORD2 years Service code 52 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 | Indirect Investment Fees | $0 |
WESTWOOD1 year Service code 52 | Indirect Investment Fees | $0 |
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 | $63,997 | $66,513-3.8% | $178,490-64.1% | $106,222-39.8% |
| Participation rate | 95.0% | 73.8%+21.2pp | 81.9%+13.1pp | 70.8%+24.2pp |
| Annual return | 16.74% | 21.81%-5.1pp | 151.07%-134.3pp | 21.69%-5.0pp |
| Employer contribution / active EE | $3,749 | $1,776+111.1% | $5,011-25.2% | $2,723+37.7% |
| Participant deferral / active EE | $4,570 | $3,679+24.2% | $5,202-12.1% | $4,600-0.7% |
| Admin fee / account holder | $72 | $53+34.5% | $13,984-99.5% | $78-8.3% |