Filed April 22, 2016 (most recent of 4 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,622,565 |
SEYFARTH SHAW LLP1 year Service code 16 · EIN 36-2152202 | Consulting | $95,800 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $60,000 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT Service code 14 · EIN 82-1061233 | Plan Administrator | $13,590 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
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 | $62,334 | $68,062-8.4% | $185,823-66.5% | $106,520-41.5% |
| Participation rate | 96.9% | 75.2%+21.7pp | 81.7%+15.2pp | 71.3%+25.6pp |
| Annual return | 15.13% | 18.20%-3.1pp | 122.05%-106.9pp | 19.28%-4.1pp |
| Employer contribution / active EE | $1,223 | $1,997-38.8% | $5,167-76.3% | $2,840-56.9% |
| Participant deferral / active EE | $4,615 | $3,990+15.7% | $5,568-17.1% | $4,948-6.7% |
| Admin fee / account holder | $60 | $53+13.2% | $16,237-99.6% | $75-19.9% |