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 | $463,176 |
MERCER2 years Filed as: MERCER INVESTMENT CONSULTING LLC Service code 27 · EIN 61-0736136 | Advisory (Plan) | $81,200 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $65,980 |
PLANTE & MORAN, PLLC2 years Service code 10 · EIN 38-1357951 | Accounting | $51,745 |
FINDLEY1 year Service code 16 · EIN 34-1213174 | Consulting | $32,009 |
JONES DAY5+ years Service code 29 · EIN 34-0319085 | Legal | $22,426 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,924 | $96,403+45.1% | $93,606+49.5% | $77,787+79.9% |
| Participation rate | 97.0% | 87.6%+9.4pp | 75.8%+21.2pp | 73.2%+23.8pp |
| Annual return | 24.98% | 39.36%-14.4pp | 32.76%-7.8pp | 32.57%-7.6pp |
| Employer contribution / active EE | $3,420 | $3,616-5.4% | $2,718+25.8% | $2,504+36.5% |
| Participant deferral / active EE | $6,780 | $5,341+26.9% | $4,069+66.6% | $3,967+70.9% |
| Admin fee / account holder | $167 | $90+86.2% | $7,888-97.9% | $100+66.5% |