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 | $670,104 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 13-2834414 | Consulting | $52,841 |
COHNREZNICK LLP6 years Service code 10 · EIN 22-1478099 | Accounting | $24,675 |
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 | $111,896 | $71,813+55.8% | $119,609-6.4% | $78,044+43.4% |
| Participation rate | 80.6% | 81.7%-1.1pp | 79.3%+1.3pp | 74.4%+6.1pp |
| Annual return | -19.67% | -13.80%-5.9pp | -14.97%-4.7pp | 10.87%-30.5pp |
| Employer contribution / active EE | $3,027 | $2,836+6.7% | $4,232-28.5% | $3,125-3.1% |
| Participant deferral / active EE | $7,764 | $4,953+56.8% | $5,602+38.6% | $5,084+52.7% |
| Admin fee / account holder | $63 | $81-22.0% | $10,323-99.4% | $79-20.3% |