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 | $294,100 |
JOHNSON LAMBERT LLP2 years Service code 10 · EIN 52-1446779 | Accounting | $58,900 |
MERCER1 year Filed as: MERCER INVESTMENT LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $52,817 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $7,601 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $323,280 | $110,699+192.0% | $177,821+81.8% | $90,288+258.1% |
| Participation rate | 25.4% | 88.3%-63.0pp | 87.7%-62.3pp | 73.4%-48.0pp |
| Annual return | -24.92% | 22.79%-47.7pp | 48.32%-73.2pp | 53.97%-78.9pp |
| Employer contribution / active EE | $4,960 | $4,118+20.4% | $5,918-16.2% | $2,524+96.5% |
| Participant deferral / active EE | $8,910 | $6,731+32.4% | $7,714+15.5% | $4,232+110.5% |
| Admin fee / account holder | $169 | $90+88.2% | $12,427-98.6% | $114+48.6% |