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 7-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 | $321,092 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $51,176 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN LEWIS BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $9,622 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,466 | $122,693+41.4% | $184,203-5.8% | $199,593-13.1% |
| Participation rate | 98.4% | 86.8%+11.6pp | 86.8%+11.6pp | 72.0%+26.4pp |
| Annual return | 17.20% | 143.91%-126.7pp | 28.81%-11.6pp | 34.25%-17.1pp |
| Employer contribution / active EE | $13,328 | $4,584+190.7% | $6,427+107.4% | $3,034+339.2% |
| Participant deferral / active EE | $11,221 | $7,990+40.4% | $9,131+22.9% | $5,087+120.6% |
| Admin fee / account holder | $60 | $121-50.0% | $13,901-99.6% | $269-77.6% |