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 |
|---|---|---|
Service code 15 · EIN 04-2467786 | Recordkeeping | $570,187 |
GROOM LAW GROUP5 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $118,564 |
Service code 16 · EIN 81-0635433 | Consulting | $61,500 |
COHNREZNICK LLP1 year Filed as: COHNREZNICK Service code 10 · EIN 22-1478099 | Accounting | $35,700 |
OMNIPRINT4 years Service code 36 · EIN 06-1461554 | Copying and duplicating; Direct payme... | $5,174 |
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 | $190,843 | $430,560-55.7% | $98,907+93.0% | $106,222+79.7% |
| Participation rate | 82.3% | 86.2%-3.9pp | 76.0%+6.2pp | 70.8%+11.5pp |
| Annual return | 35.03% | 17.89%+17.1pp | 196.43%-161.4pp | 21.69%+13.3pp |
| Employer contribution / active EE | $2,748 | $6,804-59.6% | $2,689+2.2% | $2,723+0.9% |
| Participant deferral / active EE | $5,711 | $9,623-40.7% | $4,244+34.6% | $4,600+24.2% |
| Admin fee / account holder | $62 | $220-71.9% | $6,642-99.1% | $78-20.9% |