Filed May 23, 2024 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $142,765 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $77,734 |
CROWE LLP9 years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $53,400 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $27,115 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,922 | $89,178-25.0% | $91,541-26.9% | $102,872-34.9% |
| Participation rate | 92.4% | 79.7%+12.7pp | 69.8%+22.6pp | 73.0%+19.3pp |
| Annual return | 13.77% | 14.52%-0.7pp | 20.50%-6.7pp | 19.06%-5.3pp |
| Employer contribution / active EE | $3,221 | $3,455-6.8% | $2,505+28.6% | $3,526-8.6% |
| Participant deferral / active EE | $4,552 | $4,657-2.3% | $4,008+13.6% | $5,535-17.8% |
| Admin fee / account holder | $62 | $134-54.1% | $6,956-99.1% | $292-78.9% |