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 3-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 | $912,896 |
Filed as: CAPTRUST Service code 26 · EIN 26-0058143 | Advisory (Participants) | $629,500 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $466,363 |
WINSTON & STRAWN LLP3+ years Filed as: WINSTON & STRAWN, LLP Service code 29 · EIN 36-1975990 | Legal | $371,398 |
BAKER TILLY US, LLP3+ years Service code 10 · EIN 39-0859910 | Accounting | $165,375 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 36-2668272 | Consulting | $75,775 |
APRIO LLP2 years Filed as: APRIO Service code 10 · EIN 57-1157523 | Accounting | $61,013 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,444 | $128,056-50.5% | $146,958-56.8% | $106,382-40.4% |
| Participation rate | 82.4% | 67.2%+15.2pp | 82.2%+0.2pp | 69.9%+12.5pp |
| Annual return | 15.44% | 17.89%-2.4pp | 418.34%-402.9pp | 17.37%-1.9pp |
| Employer contribution / active EE | $3,012 | $3,384-11.0% | $4,933-38.9% | $3,364-10.4% |
| Participant deferral / active EE | $6,064 | $7,674-21.0% | $8,070-24.9% | $5,569+8.9% |
| Admin fee / account holder | $68 | $89-23.4% | $12,998-99.5% | $79-14.4% |