Filed March 31, 2016 (most recent of 5 filings on file)
Total covered: 212 employees
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 | $223,918 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $134,888 |
NEPC, LLC1 year Service code 16 · EIN 26-1429809 | Consulting | $102,128 |
BUCK GLOBAL, LLC1 year Filed as: BUCK GLOBAL LLC Service code 16 · EIN 83-1116912 | Consulting | $5,974 |
MCGUIREWOODS LLP1 year Filed as: MCGUIREWOODS Service code 16 · EIN 54-0505857 | Consulting | $3,704 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $300,592 | $144,996+107.3% | $111,297+170.1% | $93,030+223.1% |
| Participation rate | 89.1% | 86.2%+2.9pp | 77.3%+11.7pp | 73.9%+15.2pp |
| Annual return | 17.95% | 18.26%-0.3pp | 54.65%-36.7pp | 158.70%-140.8pp |
| Employer contribution / active EE | $10,884 | $3,056+256.2% | $2,731+298.5% | $2,706+302.3% |
| Participant deferral / active EE | $8,569 | $5,587+53.4% | $4,487+91.0% | $4,562+87.8% |
| Admin fee / account holder | $89 | $103-13.6% | $7,964-98.9% | $152-41.0% |