Filed February 13, 2019
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 | $108,306 |
KREISCHER MILLER3+ years Service code 10 · EIN 23-1980475 | Accounting | $77,750 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $67,500 |
MORGAN LEWIS3+ years Filed as: MORGAN LEWIS & BOCKIOUS LLP Service code 29 · EIN 23-0891050 | Legal | $29,928 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $12,067 |
Form 5500 reported that benefits due were not provided when due.
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 | $115,585 | $100,921+14.5% | $82,313+40.4% | $177,276-34.8% |
| Participation rate | 95.9% | 86.9%+9.0pp | 76.9%+19.0pp | 74.8%+21.1pp |
| Annual return | 19.27% | 20.33%-1.1pp | 25.88%-6.6pp | 21.25%-2.0pp |
| Employer contribution / active EE | $4,592 | $3,145+46.0% | $2,428+89.1% | $2,479+85.2% |
| Participant deferral / active EE | $5,838 | $5,192+12.5% | $3,706+57.5% | $3,881+50.4% |
| Admin fee / account holder | $32 | $64-50.1% | $5,608-99.4% | $154-79.2% |