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 |
|---|---|---|
PRONVEST8+ years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $71,824 |
FEG ADVISORS3 years Service code 28 · EIN 01-0694771 | Investment Management | $55,584 |
MATRIX TRUST COMPANY3 years Filed as: BROADRIDGE CUSTOMER COMMUNICATIONS Service code 36 · EIN 20-0241789 | Participant communication; Direct pay... | $16,300 |
BKD, LLP8+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $15,275 |
WILLIS TOWERS WATSON US LLC3 years Service code 15 · EIN 53-0181291 | Recordkeeping | $8,600 |
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 | $135,792 | $95,918+41.6% | $151,611-10.4% | $77,904+74.3% |
| Participation rate | 93.2% | 88.7%+4.5pp | 87.5%+5.7pp | 73.7%+19.5pp |
| Annual return | -11.40% | -5.50%-5.9pp | 3.33%-14.7pp | 12.21%-23.6pp |
| Employer contribution / active EE | $2,101 | $4,330-51.5% | $6,166-65.9% | $2,848-26.2% |
| Participant deferral / active EE | $7,570 | $7,508+0.8% | $8,363-9.5% | $4,806+57.5% |
| Admin fee / account holder | $52 | $93-44.1% | $11,616-99.6% | $133-60.7% |