Filed January 27, 2016
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 | $176,539 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 13-2834414 | Consulting | $119,249 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,241 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $7,350 |
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 | $65,202 | $50,127+30.1% | $149,673-56.4% | $80,160-18.7% |
| Participation rate | 82.6% | 64.3%+18.3pp | 78.8%+3.9pp | 72.9%+9.7pp |
| Annual return | 20.85% | 29.82%-9.0pp | 134.42%-113.6pp | 40.38%-19.5pp |
| Employer contribution / active EE | $2,454 | $1,865+31.6% | $4,818-49.1% | $2,978-17.6% |
| Participant deferral / active EE | $4,609 | $3,194+44.3% | $5,680-18.9% | $5,017-8.1% |
| Admin fee / account holder | $127 | $153-16.5% | $13,210-99.0% | $145-12.0% |