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 | $322,142 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $122,710 |
MERCER5 years Filed as: MERCER INVESTMENT CONSULTING LLC Service code 16 · EIN 61-0736136 | Consulting | $111,240 |
HERRONPALMER1 year Service code 16 · EIN 46-5438594 | Consulting | $85,000 |
PLANTE & MORAN, PLLC5 years Service code 10 · EIN 38-1357951 | Accounting | $51,200 |
Service code 27 · EIN 66-0488206 | Advisory (Plan) | $8,637 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,206 | $136,266-4.4% | $90,749+43.5% | $77,904+67.1% |
| Participation rate | 95.2% | 86.6%+8.5pp | 75.7%+19.5pp | 73.7%+21.5pp |
| Annual return | -13.38% | -11.32%-2.1pp | -12.16%-1.2pp | 12.21%-25.6pp |
| Employer contribution / active EE | $3,901 | $4,215-7.5% | $2,921+33.5% | $2,848+37.0% |
| Participant deferral / active EE | $7,926 | $6,353+24.8% | $4,564+73.7% | $4,806+64.9% |
| Admin fee / account holder | $145 | $399-63.7% | $8,445-98.3% | $133+9.2% |