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 | $164,926 |
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 13-2834414 | Consulting | $81,820 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,181 |
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 | $71,945 | $53,136+35.4% | $155,509-53.7% | $199,593-64.0% |
| Participation rate | 89.7% | 64.1%+25.6pp | 78.2%+11.5pp | 72.0%+17.7pp |
| Annual return | 15.26% | 41.15%-25.9pp | 64.67%-49.4pp | 34.25%-19.0pp |
| Employer contribution / active EE | $2,643 | $1,851+42.8% | $4,672-43.4% | $3,034-12.9% |
| Participant deferral / active EE | $5,379 | $3,161+70.2% | $5,626-4.4% | $5,087+5.8% |
| Admin fee / account holder | $104 | $185-44.1% | $15,912-99.3% | $269-61.4% |