Filed May 10, 2018 (most recent of 2 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 |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $216,504 |
RSM US LLP4 years Filed as: RSM US LLP. Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $28,350 |
GREATBANC TRUST COMPANY7 years Service code 27 · EIN 36-3681493 | Advisory (Plan) | $19,875 |
Filed as: STOUT RISIUS ROSS, LLC. Service code 10 PO BOX 71770 · CHICAGO, IL 60694 | Accounting | $19,841 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,525 | $55,331+13.0% | $81,812-23.6% | $199,593-68.7% |
| Participation rate | 98.8% | 62.5%+36.3pp | 72.3%+26.5pp | 72.0%+26.9pp |
| Annual return | 14.47% | 19.59%-5.1pp | 773.79%-759.3pp | 34.25%-19.8pp |
| Employer contribution / active EE | $2,255 | $2,101+7.4% | $2,912-22.6% | $3,034-25.7% |
| Participant deferral / active EE | $6,309 | $3,283+92.2% | $4,319+46.1% | $5,087+24.0% |
| Admin fee / account holder | $87 | $346-74.9% | $7,386-98.8% | $269-67.7% |