Filed December 6, 2016 (most recent of 6 filings on file)
Total covered: 2 employees
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 4-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 | $363,862 |
LBI SOFTWARE INC5 years Filed as: LBI SOFTWARE ENGINEERING Service code 16 · EIN 13-3118789 | Consulting | $300,000 |
EQUITABLE ADVISORS LLC5 years Filed as: EQUITABLE Service code 49 · EIN 13-5570651 | Other Services | $283,769 |
PRICEWATERHOUSECOOPERS LLP8+ years Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 · EIN 13-4008324 | Accounting | $98,000 |
KILPATRICK TOWNSEND4 years Filed as: KILPATRICK STOCKTON LLP Service code 29 · EIN 58-0511774 | Legal | $23,840 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,199 | $145,516+41.0% | $184,203+11.4% | $99,062+107.1% |
| Participation rate | 98.8% | 90.3%+8.5pp | 86.8%+12.0pp | 71.6%+27.2pp |
| Annual return | 13.83% | 21.23%-7.4pp | 28.81%-15.0pp | 17.66%-3.8pp |
| Employer contribution / active EE | $7,966 | $5,354+48.8% | $6,427+23.9% | $3,262+144.2% |
| Participant deferral / active EE | $12,558 | $8,423+49.1% | $9,131+37.5% | $5,331+135.5% |
| Admin fee / account holder | $78 | $78+0.5% | $13,901-99.4% | $109-28.3% |