Filed December 7, 2021 (most recent of 2 filings on file)
Total covered: 317 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 37 · EIN 04-2647786 | Loan Processing | $590,747 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $228,880 |
Service code 35 · EIN 34-1517671 | Employee (plan sponsor); Direct payme... | $202,420 |
USI CONSULTING GROUP5 years Filed as: FINDLEY USI Service code 10 · EIN 06-1053228 | Accounting | $66,272 |
MERCER2 years Service code 16 · EIN 36-2668272 | Consulting | $59,250 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN,PLLC Service code 10 · EIN 33-1498605 | Accounting | $23,500 |
IVINS, PHILLIPS & BARKER1 year Service code 29 · EIN 52-1229560 | Legal | $10,426 |
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 | $88,171 | $121,719-27.6% | $154,803-43.0% | $140,769-37.4% |
| Participation rate | 96.9% | 76.3%+20.6pp | 78.1%+18.8pp | 74.2%+22.7pp |
| Annual return | 21.17% | 19.22%+2.0pp | 58.88%-37.7pp | 16.82%+4.4pp |
| Employer contribution / active EE | $1,873 | $2,466-24.0% | $4,305-56.5% | $3,906-52.0% |
| Participant deferral / active EE | $5,133 | $5,384-4.7% | $5,540-7.4% | $6,717-23.6% |
| Admin fee / account holder | $102 | $71+44.4% | $14,329-99.3% | $229-55.5% |