Filed February 26, 2015 (most recent of 3 filings on file)
Total covered: 6 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 13 · EIN 42-0127290 | Contract Administrator | $300,244 |
EIDE BAILLY LLP9 years Service code 10 · EIN 27-0383995 | Accounting | $17,922 |
MERCER3 years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $14,925 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,547 | $188,991-35.7% | $103,476+17.5% | $199,593-39.1% |
| Participation rate | 95.1% | 93.2%+1.9pp | 80.5%+14.6pp | 72.0%+23.2pp |
| Annual return | 15.14% | 15.75%-0.6pp | 23.90%-8.8pp | 34.25%-19.1pp |
| Employer contribution / active EE | $3,732 | $6,583-43.3% | $4,672-20.1% | $3,034+23.0% |
| Participant deferral / active EE | $7,487 | $10,334-27.5% | $6,623+13.1% | $5,087+47.2% |
| Admin fee / account holder | $100 | $114-12.7% | $9,413-98.9% | $269-62.8% |