Filed August 14, 2014 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $379,460 |
MERCER1+ years Service code 15 · EIN 61-0736136 | Recordkeeping | $130,635 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS, LLC Service code 15 · EIN 13-3954297 | Recordkeeping | $59,857 |
COHNREZNICK LLP1+ years Service code 15 · EIN 22-1478099 | Recordkeeping | $25,500 |
MCDERMOTT WILL & EMERY LLP1+ years Service code 15 · EIN 36-1453176 | Recordkeeping | $21,836 |
GUIDED CHOICE1+ years Service code 26 · EIN 77-0514963 | Advisory (Participants) | $21,267 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $113,399 | $86,791+30.7% | $115,037-1.4% | $59,188+91.6% |
| Participation rate | 97.1% | 72.8%+24.2pp | 81.4%+15.7pp | 69.4%+27.6pp |
| Annual return | 1.24% | 4.44%-3.2pp | 26.14%-24.9pp | 5.51%-4.3pp |
| Employer contribution / active EE | $5,751 | $2,950+95.0% | $4,608+24.8% | $2,098+174.1% |
| Participant deferral / active EE | $8,003 | $5,298+51.1% | $6,026+32.8% | $3,265+145.1% |
| Admin fee / account holder | $142 | $95+49.6% | $8,175-98.3% | $92+54.0% |