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 | $285,462 |
Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $140,629 |
JOHNSON LAMBERT LLP1 year Service code 16 · EIN 52-1446779 | Consulting | $57,000 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING LLC Service code 16 · EIN 61-0736136 | Consulting | $56,520 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,277 | $95,776+110.2% | $162,163+24.1% | $77,787+158.8% |
| Participation rate | 99.4% | 88.6%+10.7pp | 87.6%+11.8pp | 73.2%+26.2pp |
| Annual return | 20.19% | 37.03%-16.8pp | 115.59%-95.4pp | 32.57%-12.4pp |
| Employer contribution / active EE | $4,822 | $3,874+24.5% | $5,614-14.1% | $2,504+92.6% |
| Participant deferral / active EE | $8,057 | $6,125+31.5% | $7,298+10.4% | $3,967+103.1% |
| Admin fee / account holder | $101 | $88+14.6% | $10,843-99.1% | $100+0.5% |