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 | $356,179 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $112,279 |
MERCER4 years Filed as: MERCER INVESTMENT CONSULTING LLC Service code 27 · EIN 61-0736136 | Advisory (Plan) | $97,065 |
PLANTE & MORAN, PLLC4 years Service code 10 · EIN 38-1357951 | Accounting | $40,548 |
Service code 29 · EIN 66-0488206 | Legal | $9,280 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,726 | $114,195+44.2% | $106,548+54.6% | $93,030+77.1% |
| Participation rate | 96.3% | 86.4%+9.9pp | 76.1%+20.1pp | 73.9%+22.4pp |
| Annual return | 29.06% | 22.18%+6.9pp | 26.80%+2.3pp | 158.70%-129.6pp |
| Employer contribution / active EE | $3,650 | $4,009-8.9% | $2,819+29.5% | $2,706+34.9% |
| Participant deferral / active EE | $7,530 | $5,908+27.5% | $4,398+71.2% | $4,562+65.1% |
| Admin fee / account holder | $150 | $105+42.8% | $7,407-98.0% | $152-1.4% |