Filed August 10, 2016 (most recent of 4 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 | $55,382 |
CERITY PARTNERS2 years Service code 27 · EIN 35-2467663 | Advisory (Plan) | $37,500 |
MCDERMOTT WILL & EMERY LLP4 years Service code 29 · EIN 36-1453176 | Legal | $36,940 |
KPMG LLP4 years Service code 10 · EIN 13-5565207 | Accounting | $28,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $279,355 | $66,124+322.5% | $90,404+209.0% | $73,488+280.1% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 13.71% | 17.65%-3.9pp | 1293.02%-1279.3pp | 28.51%-14.8pp |
| Employer contribution / active EE | $9,116 | $2,346+288.5% | $3,262+179.5% | $2,270+301.6% |
| Participant deferral / active EE | $11,177 | $3,039+267.8% | $3,963+182.0% | $3,740+198.9% |
| Admin fee / account holder | $553 | $396+39.5% | $5,611-90.1% | $513+7.7% |