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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $587,142 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 16 · EIN 13-2834414 | Consulting | $47,867 |
COHNREZNICK LLP4 years Service code 16 · EIN 22-1478099 | Consulting | $21,500 |
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 | $145,199 | $84,517+71.8% | $133,956+8.4% | $93,223+55.8% |
| Participation rate | 73.4% | 81.9%-8.5pp | 79.8%-6.4pp | 74.9%-1.5pp |
| Annual return | 20.40% | 16.66%+3.7pp | 45.09%-24.7pp | 19.29%+1.1pp |
| Employer contribution / active EE | $1,575 | $2,296-31.4% | $3,919-59.8% | $2,680-41.2% |
| Participant deferral / active EE | $6,758 | $4,286+57.7% | $5,048+33.9% | $4,563+48.1% |
| Admin fee / account holder | $64 | $66-3.9% | $8,927-99.3% | $79-19.8% |