Filed February 20, 2020 (most recent of 2 filings on file)
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $778,283 |
HEWITT ASSOCIATES LLC2 years Filed as: HEWITT ENNISKNUPP, INC Service code 11 · EIN 36-3109431 | Actuarial | $110,340 |
REED SMITH LLP4+ years Filed as: REED SMITH Service code 29 · EIN 25-0749630 | Legal | $67,507 |
THE SEGAL COMPANY1 year Filed as: SIBSON CONSULTING Service code 16 · EIN 13-1835864 | Consulting | $53,525 |
EISNERAMPER LLP2 years Service code 10 · EIN 13-1639826 | Accounting | $29,260 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$608,516 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,694 | $100,545-0.8% | $110,238-9.6% | $73,367+35.9% |
| Participation rate | 95.4% | 67.8%+27.6pp | 79.8%+15.6pp | 69.5%+26.0pp |
| Annual return | -4.21% | -1.49%-2.7pp | 314.74%-318.9pp | 173.45%-177.7pp |
| Employer contribution / active EE | $4,946 | $2,405+105.7% | $3,826+29.2% | $2,499+97.9% |
| Participant deferral / active EE | $3,365 | $3,439-2.1% | $4,672-28.0% | $4,033-16.5% |
| Admin fee / account holder | $116 | $81+43.3% | $8,547-98.6% | $68+69.2% |