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 |
|---|---|---|
PRONVEST5+ years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $57,744 |
FUND DIRECT ADVISORS5+ years Filed as: FUND EVALUATION GROUP Service code 28 PO BOX 71-5060 · COLUMBUS, OH 43271 | Investment Management | $42,860 |
BKD, LLP5+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $16,475 |
MATRIX TRUST COMPANY1 year Filed as: BROADRIDGE COMMUNICATION Service code 36 · EIN 20-0241789 | Copying and duplicating; Participant ... | $9,337 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON DELAWARE Service code 15 LOCKBOX 28025, 28025 NETWORK PLACE · CHICAGO, IL 606731280 | Recordkeeping | $8,400 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $123,876 | $95,776+29.3% | $162,163-23.6% | $77,787+59.3% |
| Participation rate | 90.8% | 88.6%+2.1pp | 87.6%+3.2pp | 73.2%+17.6pp |
| Annual return | 19.69% | 37.03%-17.3pp | 115.59%-95.9pp | 32.57%-12.9pp |
| Employer contribution / active EE | $2,076 | $3,874-46.4% | $5,614-63.0% | $2,504-17.1% |
| Participant deferral / active EE | $6,330 | $6,125+3.3% | $7,298-13.3% | $3,967+59.5% |
| Admin fee / account holder | $44 | $88-49.6% | $10,843-99.6% | $100-55.8% |