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 | $184,823 |
JOHNSON LAMBERT LLP1 year Service code 16 · EIN 52-1446779 | Consulting | $33,600 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING, LLC Service code 16 · EIN 61-0736136 | Consulting | $31,938 |
Filed as: MORGAN LEWIS BOCKIUS LLP Service code 16 · EIN 23-0891050 | Consulting | $14,512 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,640 | $95,776+36.4% | $162,163-19.4% | $77,787+67.9% |
| Participation rate | 87.9% | 88.6%-0.7pp | 87.6%+0.4pp | 73.2%+14.7pp |
| Annual return | 23.31% | 37.03%-13.7pp | 115.59%-92.3pp | 32.57%-9.3pp |
| Employer contribution / active EE | $2,705 | $3,874-30.2% | $5,614-51.8% | $2,504+8.0% |
| Participant deferral / active EE | $6,051 | $6,125-1.2% | $7,298-17.1% | $3,967+52.5% |
| Admin fee / account holder | $82 | $88-6.9% | $10,843-99.2% | $100-18.4% |