Filed March 8, 2019 (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 | $76,315 |
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSE COOPERS LLP Service code 99 · EIN 13-4008324 | Other Fees | $9,600 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,092 |
CLARK, SCHAEFER, HACKETT & CO.1+ years Filed as: CLARK SCHAEFFER Service code 10 · EIN 31-0800053 | Accounting | $8,000 |
THOMPSON & KNIGHT LLP1+ years Service code 29 1722 ROUTH ST STE 1500 · DALLAS, TX 75201 | Legal | $6,718 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,082 | $71,957-76.3% | $67,652-74.8% | $59,188-71.1% |
| Participation rate | 92.0% | 82.7%+9.3pp | 75.7%+16.3pp | 69.4%+22.6pp |
| Annual return | 5.63% | 8.53%-2.9pp | 6625.04%-6619.4pp | 5.51%+0.1pp |
| Employer contribution / active EE | $617 | $2,432-74.6% | $2,266-72.8% | $2,098-70.6% |
| Participant deferral / active EE | $1,301 | $4,211-69.1% | $3,560-63.4% | $3,265-60.1% |
| Admin fee / account holder | $24 | $64-62.0% | $4,821-99.5% | $92-73.6% |