Filed September 19, 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 | $155,120 |
BCG SECURITIES7+ years Service code 27 · EIN 23-1664237 | Advisory (Plan) | $123,854 |
EISNERAMPER LLP7+ years Service code 10 · EIN 13-1639826 | Accounting | $23,500 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,782 |
PIILLAR BENEFITS GROUOP1 year Filed as: PIILLAR BENEFITS GROUP Service code 27 · EIN 27-2291225 | Advisory (Plan) | $6,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,540 | $93,131+9.0% | $106,548-4.7% | $86,799+17.0% |
| Participation rate | 97.1% | 81.4%+15.7pp | 76.1%+21.0pp | 72.3%+24.8pp |
| Annual return | 16.46% | 19.45%-3.0pp | 26.80%-10.3pp | 97.91%-81.4pp |
| Employer contribution / active EE | $1,471 | $2,895-49.2% | $2,819-47.8% | $2,405-38.9% |
| Participant deferral / active EE | $7,177 | $4,708+52.4% | $4,398+63.2% | $4,131+73.7% |
| Admin fee / account holder | $298 | $145+105.2% | $7,407-96.0% | $170+75.6% |