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 | $244,892 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $204,271 |
MERCER7 years Filed as: MERCER INVESTMENT CONSULTING LLC Service code 27 · EIN 61-0736136 | Advisory (Plan) | $102,465 |
Service code 10 · EIN 34-1523030 | Accounting | $39,000 |
PLANTE & MORAN, PLLC7 years Service code 10 · EIN 38-1357951 | Accounting | $5,928 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $155,400 | $112,623+38.0% | $106,213+46.3% | $199,593-22.1% |
| Participation rate | 95.0% | 86.2%+8.7pp | 75.3%+19.7pp | 72.0%+23.0pp |
| Annual return | 15.59% | 15.57%0pp | 116.14%-100.6pp | 34.25%-18.7pp |
| Employer contribution / active EE | $3,796 | $4,575-17.0% | $3,171+19.7% | $3,034+25.1% |
| Participant deferral / active EE | $8,265 | $6,659+24.1% | $5,016+64.8% | $5,087+62.5% |
| Admin fee / account holder | $138 | $107+29.4% | $11,033-98.7% | $269-48.5% |