Filed January 2, 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 13 · EIN 42-0127290 | Contract Administrator | $819,343 |
CURCIO WEBB10+ years Service code 27 · EIN 36-4171366 | Advisory (Plan) | $232,828 |
GRANT THORNTON LLP10+ years Service code 10 · EIN 36-6055558 | Accounting | $87,550 |
Filed as: FAEGRE DRINKER BIDDLE Service code 29 · EIN 41-0244008 | Legal | $28,953 |
Filed as: WILLIS TOWERS WATSON US Service code 13 · EIN 53-0181291 | Contract Administrator | $5,778 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $160,651 | $178,759-10.1% | $102,423+56.8% | $106,382+51.0% |
| Participation rate | 99.2% | 91.3%+7.9pp | 76.5%+22.7pp | 69.9%+29.3pp |
| Annual return | 16.03% | 17.23%-1.2pp | 29.32%-13.3pp | 17.37%-1.3pp |
| Employer contribution / active EE | $7,850 | $5,750+36.5% | $3,023+159.6% | $3,364+133.4% |
| Participant deferral / active EE | $7,822 | $9,466-17.4% | $5,053+54.8% | $5,569+40.5% |
| Admin fee / account holder | $57 | $62-7.8% | $9,451-99.4% | $79-27.7% |