Filed December 28, 2020 (most recent of 4 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 |
|---|---|---|
THE WAGNER LAW GROUP1+ years Service code 29 · EIN 04-3323315 | Legal | $45,876 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654542 | Advisory (Plan) | $29,104 |
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $17,087 |
KPMG LLP1+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $16,700 |
MERCER2+ years Service code 17 · EIN 13-2834414 | Pension Consulting | $7,769 |
GLOBAL PRINTING1+ years Service code 38 · EIN 54-1099321 | Participant Communication | $130 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$331,863 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $281,906 | $36,916+663.6% | $156,549+80.1% | $57,658+388.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 14.12% | 12.38%+1.7pp | 32.23%-18.1pp | 5.13%+9.0pp |
| Employer contribution / active EE | $36,132 | $1,571+2200.6% | $5,501+556.8% | $1,974+1730.6% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $52 | $82-36.7% | $13,027-99.6% | $95-44.8% |