Filed April 6, 2018 (most recent of 2 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $447,672 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $352,494 |
NEPC, LLC8 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $162,997 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $80,087 |
FISHER & PHILLIPS6 years Service code 29 · EIN 58-0619559 | Legal | $8,429 |
AMG, PSC1 year Service code 29 · EIN 66-0546004 | Legal | $5,600 |
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 | $105,868 | $151,876-30.3% | $113,168-6.5% | $117,739-10.1% |
| Participation rate | 91.3% | 92.5%-1.2pp | 76.6%+14.7pp | 76.6%+14.7pp |
| Annual return | 17.21% | 15.75%+1.5pp | 24.27%-7.1pp | 17.29%-0.1pp |
| Employer contribution / active EE | $4,216 | $4,598-8.3% | $2,975+41.7% | $3,746+12.6% |
| Participant deferral / active EE | $6,671 | $7,767-14.1% | $5,107+30.6% | $6,128+8.9% |
| Admin fee / account holder | $58 | $70-16.7% | $12,068-99.5% | $112-47.9% |