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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $922,676 |
Service code 37 · EIN 04-2647786 | Loan Processing | $752,754 |
AON CONSULTING4 years Filed as: AON HEWITT INVESTMENT CONSULTING, Service code 11 · EIN 36-3109431 | Actuarial | $113,908 |
HOLLAND & KNIGHT1 year Filed as: HOLLAND & KNIGHT LLP Service code 29 · EIN 59-0663819 | Legal | $52,909 |
EISNERAMPER LLP3 years Service code 10 · EIN 13-1639826 | Accounting | $6,060 |
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 | $121,127 | $85,938+40.9% | $125,175-3.2% | $89,569+35.2% |
| Participation rate | 96.0% | 73.9%+22.2pp | 79.8%+16.2pp | 69.6%+26.4pp |
| Annual return | 29.17% | 20.69%+8.5pp | 43.79%-14.6pp | 34.56%-5.4pp |
| Employer contribution / active EE | $7,638 | $2,681+184.9% | $3,865+97.6% | $2,584+195.6% |
| Participant deferral / active EE | $5,449 | $3,818+42.7% | $4,937+10.4% | $4,220+29.1% |
| Admin fee / account holder | $213 | $56+277.7% | $9,702-97.8% | $72+197.4% |