Filed October 23, 2014 (most recent of 3 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $448,917 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $158,192 |
MERCER11+ years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $125,423 |
BDO USA, LLP3 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $63,750 |
GODFREY & KAHN11+ years Filed as: GODFREY AND KAHN Service code 29 · EIN 39-1128206 | Legal | $14,091 |
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 | $95,346 | $151,876-37.2% | $113,168-15.7% | $117,739-19.0% |
| Participation rate | 97.2% | 92.5%+4.7pp | 76.6%+20.6pp | 76.6%+20.6pp |
| Annual return | 16.19% | 15.75%+0.4pp | 24.27%-8.1pp | 17.29%-1.1pp |
| Employer contribution / active EE | $3,479 | $4,598-24.3% | $2,975+16.9% | $3,746-7.1% |
| Participant deferral / active EE | $5,631 | $7,767-27.5% | $5,107+10.3% | $6,128-8.1% |
| Admin fee / account holder | $102 | $70+45.8% | $12,068-99.2% | $112-8.8% |