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 | $401,242 |
MERCER3 years Filed as: MERCER INVESTMENT CONSULTING LLC Service code 27 · EIN 61-0736136 | Advisory (Plan) | $83,636 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $74,304 |
PLANTE & MORAN, PLLC3 years Service code 10 · EIN 38-1357951 | Accounting | $40,000 |
FINDLEY2 years Service code 16 · EIN 34-1213174 | Consulting | $11,911 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,044 | $105,190+48.3% | $98,907+57.8% | $90,288+72.8% |
| Participation rate | 96.3% | 86.4%+9.9pp | 76.0%+20.3pp | 73.4%+22.9pp |
| Annual return | -3.08% | 18.52%-21.6pp | 196.43%-199.5pp | 53.97%-57.0pp |
| Employer contribution / active EE | $4,054 | $3,831+5.8% | $2,689+50.8% | $2,524+60.6% |
| Participant deferral / active EE | $8,085 | $5,616+44.0% | $4,244+90.5% | $4,232+91.0% |
| Admin fee / account holder | $156 | $97+60.7% | $6,642-97.6% | $114+37.2% |