Filed December 29, 2017
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,329 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 06-1685865 | Advisory (Plan) | $40,000 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $13,300 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$65,359 |
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 | $93,356 | $110,699-15.7% | $177,821-47.5% | $90,288+3.4% |
| Participation rate | 92.9% | 88.3%+4.6pp | 87.7%+5.2pp | 73.4%+19.6pp |
| Annual return | 17.45% | 22.79%-5.3pp | 48.32%-30.9pp | 53.97%-36.5pp |
| Employer contribution / active EE | $2,860 | $4,118-30.5% | $5,918-51.7% | $2,524+13.3% |
| Participant deferral / active EE | $4,858 | $6,731-27.8% | $7,714-37.0% | $4,232+14.8% |
| Admin fee / account holder | $17 | $90-80.7% | $12,427-99.9% | $114-84.8% |