Filed October 23, 2020 (most recent of 12 filings on file)
Total covered: 5 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 | $248,387 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $228,490 |
MERCER8 years Filed as: MERCER INVESTMENT CONSULTING LLC Service code 27 · EIN 61-0736136 | Advisory (Plan) | $84,681 |
Service code 10 · EIN 34-1523030 | Accounting | $39,500 |
THE BERWYN GROUP1 year Filed as: THE BERWYN GROUP, INC. Service code 16 · EIN 82-4722389 | Consulting | $19,170 |
JONES DAY11+ years Service code 29 · EIN 34-0319085 | Legal | $12,008 |
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 | $172,954 | $123,077+40.5% | $116,228+48.8% | $102,872+68.1% |
| Participation rate | 95.5% | 87.0%+8.5pp | 74.6%+20.9pp | 73.0%+22.4pp |
| Annual return | 14.70% | 15.84%-1.1pp | 90.06%-75.4pp | 19.06%-4.4pp |
| Employer contribution / active EE | $4,252 | $4,380-2.9% | $2,994+42.0% | $3,526+20.6% |
| Participant deferral / active EE | $9,382 | $6,746+39.1% | $4,953+89.4% | $5,535+69.5% |
| Admin fee / account holder | $150 | $115+30.2% | $11,989-98.7% | $292-48.6% |