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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $787,335 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $736,371 |
AON CONSULTING5 years Filed as: AON HEWITT INVESTMENT CONSULTING, Service code 11 · EIN 36-3109431 | Actuarial | $134,000 |
HOLLAND & KNIGHT2 years Filed as: HOLLAND & KNIGHT LLP Service code 29 · EIN 59-0663819 | Legal | $123,328 |
EISNERAMPER LLP4 years Service code 10 · EIN 13-1639826 | Accounting | $47,220 |
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 | $140,907 | $94,554+49.0% | $133,956+5.2% | $106,222+32.7% |
| Participation rate | 97.4% | 76.2%+21.2pp | 79.8%+17.6pp | 70.8%+26.6pp |
| Annual return | 15.34% | 16.55%-1.2pp | 45.09%-29.8pp | 21.69%-6.4pp |
| Employer contribution / active EE | $6,643 | $2,503+165.4% | $3,919+69.5% | $2,723+143.9% |
| Participant deferral / active EE | $6,139 | $4,130+48.6% | $5,048+21.6% | $4,600+33.4% |
| Admin fee / account holder | $152 | $69+120.2% | $8,927-98.3% | $78+93.7% |