Filed December 13, 2016 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $526,479 |
MERCER10+ years Service code 16 · EIN 13-2834414 | Consulting | $59,605 |
COHNREZNICK LLP8 years Service code 10 · EIN 33-4144829 | Accounting | $26,775 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $139,424 | $93,462+49.2% | $164,813-15.4% | $99,062+40.7% |
| Participation rate | 85.8% | 79.9%+5.9pp | 78.6%+7.2pp | 71.6%+14.2pp |
| Annual return | 6.18% | 15.71%-9.5pp | 69.93%-63.8pp | 17.66%-11.5pp |
| Employer contribution / active EE | $3,761 | $3,099+21.4% | $4,341-13.4% | $3,262+15.3% |
| Participant deferral / active EE | $9,859 | $5,366+83.7% | $6,031+63.5% | $5,331+84.9% |
| Admin fee / account holder | $52 | $81-36.4% | $12,690-99.6% | $109-52.5% |