Filed January 25, 2017 (most recent of 3 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 9-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 84-0467907 | Recordkeeping | $282,334 |
MERCER1 year Service code 27 · EIN 13-2834414 | Advisory (Plan) | $205,694 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $166,027 |
NORTHERN TRUST COMPANY4 years Service code 19 · EIN 36-1561860 | Securities Custodian | $159,968 |
SEYFARTH SHAW LLP3 years Service code 29 · EIN 36-2152202 | Legal | $2,314 |
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 | $81,623 | $105,190-22.4% | $98,907-17.5% | $90,288-9.6% |
| Participation rate | 95.8% | 86.4%+9.4pp | 76.0%+19.7pp | 73.4%+22.4pp |
| Annual return | 13.64% | 18.52%-4.9pp | 196.43%-182.8pp | 53.97%-40.3pp |
| Employer contribution / active EE | $2,628 | $3,831-31.4% | $2,689-2.3% | $2,524+4.1% |
| Participant deferral / active EE | $7,949 | $5,616+41.5% | $4,244+87.3% | $4,232+87.8% |
| Admin fee / account holder | $82 | $97-15.7% | $6,642-98.8% | $114-28.1% |