Filed April 26, 2018 (most recent of 6 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 37 · EIN 04-2647786 | Loan Processing | $254,756 |
MORGAN LEWIS4+ years Service code 10 · EIN 23-0891050 | Accounting | $157,637 |
JOHNSON LAMBERT LLP1 year Filed as: JOHNSON LAMBERT Service code 16 · EIN 52-1446779 | Consulting | $77,479 |
MERCER4+ years Service code 16 · EIN 61-0736136 | Consulting | $72,549 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,073 | $82,546+93.9% | $140,016+14.3% | $75,289+112.6% |
| Participation rate | 99.3% | 88.4%+11.0pp | 87.5%+11.8pp | 72.4%+26.9pp |
| Annual return | -4.05% | -0.36%-3.7pp | 651.12%-655.2pp | -0.04%-4.0pp |
| Employer contribution / active EE | $4,958 | $3,856+28.6% | $5,606-11.6% | $2,405+106.2% |
| Participant deferral / active EE | $7,234 | $5,731+26.2% | $6,927+4.4% | $3,739+93.5% |
| Admin fee / account holder | $99 | $86+15.6% | $10,705-99.1% | $102-3.1% |