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 |
|---|---|---|
PRONVEST3+ years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $54,211 |
FUND DIRECT ADVISORS3+ years Filed as: FUND EVALUATION GROUP Service code 28 PO BOX 71-5060 · COLUMBUS, OH 43271 | Investment Management | $41,196 |
BKD, LLP3+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $13,300 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 36 | Copying and duplicating; Participant ... | $11,687 |
Filed as: DST OUTPUT Service code 36 5516 COLLECTION CTR DRIVE · CHICAGO, IL 60693 | Participant communication; Copying an... | $10,343 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE Service code 15 LOCKBOX 28025, 28025 NETWORK PLACE · CHICAGO, IL 606731280 | Recordkeeping | $8,000 |
Service code 36 · EIN 35-0145825 | Copying and duplicating; Shareholder ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,422 | $89,274+33.8% | $149,718-20.2% | $77,958+53.2% |
| Participation rate | 92.9% | 87.6%+5.3pp | 87.1%+5.8pp | 71.6%+21.2pp |
| Annual return | 14.97% | 20.36%-5.4pp | 1501.63%-1486.7pp | 20.87%-5.9pp |
| Employer contribution / active EE | $1,788 | $3,727-52.0% | $5,445-67.2% | $2,310-22.6% |
| Participant deferral / active EE | $5,955 | $5,382+10.6% | $6,569-9.4% | $3,537+68.4% |
| Admin fee / account holder | $20 | $240-91.7% | $11,283-99.8% | $97-79.5% |