Filed February 10, 2015 (most recent of 3 filings on file)
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 |
|---|---|---|
Filed as: FUTURE CAPITAL Service code 26 · EIN 62-1823351 | Advisory (Participants) | $61,783 |
FEG ADVISORS5 years Service code 28 · EIN 01-0694771 | Investment Management | $58,664 |
WILLIS TOWERS WATSON US LLC5 years Service code 15 · EIN 53-0181291 | Recordkeeping | $18,900 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 | Accounting | $18,400 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $166,653 | $122,693+35.8% | $184,203-9.5% | $199,593-16.5% |
| Participation rate | 93.1% | 86.8%+6.3pp | 86.8%+6.3pp | 72.0%+21.1pp |
| Annual return | 12.75% | 143.91%-131.2pp | 28.81%-16.1pp | 34.25%-21.5pp |
| Employer contribution / active EE | $3,671 | $4,584-19.9% | $6,427-42.9% | $3,034+21.0% |
| Participant deferral / active EE | $11,699 | $7,990+46.4% | $9,131+28.1% | $5,087+130.0% |
| Admin fee / account holder | $50 | $121-58.9% | $13,901-99.6% | $269-81.6% |