Filed December 15, 2021
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 8-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 |
|---|---|---|
KPMG LLP5+ years Service code 10 · EIN 13-5565207 | Accounting | $84,413 |
CAMMACK LARHETTE ADVISORS5+ years Service code 17 · EIN 20-4668732 | Pension Consulting | $80,912 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 17 · EIN 26-0058143 | Pension Consulting | $58,059 |
NIXON PEABODY LLP4 years Service code 29 · EIN 16-0764720 | Legal | $24,797 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 14 · EIN 22-1211670 | Plan Administrator | $2,451 |
Filed as: FIDELITY INVT INSTITUTIONAL OPS CO Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVEST INSTITUTIONAL OPS Service code 37 · EIN 04-2647786 | Loan Processing | -$35,798 |
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 | $230,690 | $204,517+12.8% | $69,455+232.1% | $77,787+196.6% |
| Participation rate | 90.6% | 74.6%+16.0pp | 74.6%+16.0pp | 73.2%+17.4pp |
| Annual return | 17.00% | 22.10%-5.1pp | 28.97%-12.0pp | 32.57%-15.6pp |
| Employer contribution / active EE | $7,916 | $3,548+123.1% | $2,779+184.9% | $2,504+216.1% |
| Participant deferral / active EE | $8,310 | $3,478+138.9% | $3,535+135.1% | $3,967+109.5% |
| Admin fee / account holder | $31 | $101-69.7% | $3,839-99.2% | $100-69.5% |