Filed October 25, 2018 (most recent of 4 filings on file)
Total covered: 1,530 employees
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 |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL INVESTMENTS Service code 15 · EIN 04-2467786 | Recordkeeping | $433,122 |
Service code 16 · EIN 81-0635433 | Consulting | $51,000 |
BDO USA, LLP2+ years Service code 10 · EIN 13-5381590 | Accounting | $45,046 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 27 · EIN 13-5565207 | Advisory (Plan) | $43,750 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $39,557 |
OMNIPRINT2+ years Filed as: OMNI PRINT Service code 36 · EIN 06-1461554 | Copying and duplicating; Direct payme... | $18,838 |
KELLEY DRYE & WARREN LLP2+ years Filed as: KELLEY DRYE & WARREN Service code 29 · EIN 13-5335107 | Legal | $9,901 |
Filed as: FIDELITY INVESTMENTS Service code 60 | Sub-TA 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 | $124,572 | $117,928+5.6% | $77,999+59.7% | $65,292+90.8% |
| Participation rate | 97.0% | 85.6%+11.4pp | 75.5%+21.4pp | 72.4%+24.5pp |
| Annual return | 8.55% | 11.37%-2.8pp | 425.96%-417.4pp | 11.84%-3.3pp |
| Employer contribution / active EE | $3,112 | $3,999-22.2% | $2,470+26.0% | $2,302+35.2% |
| Participant deferral / active EE | $6,245 | $5,945+5.0% | $3,497+78.6% | $3,579+74.5% |
| Admin fee / account holder | $78 | $66+17.9% | $5,480-98.6% | $57+36.0% |