Filed March 30, 2018 (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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS Service code 17 · EIN 43-1685158 | Pension Consulting | $88,880 |
Service code 37 · EIN 04-2647786 | Loan Processing | $70,137 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN SMITH WALLACE Service code 16 6 CITYPLACE DRIVE · ST LOUIS, MO 63141 | Consulting | $10,200 |
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 | $121,380 | $64,286+88.8% | $90,951+33.5% | $73,409+65.3% |
| Participation rate | 96.2% | 63.6%+32.6pp | 69.0%+27.2pp | 72.2%+24.0pp |
| Annual return | 14.31% | 21.45%-7.1pp | 134.60%-120.3pp | 59.29%-45.0pp |
| Employer contribution / active EE | $1,557 | $895+74.1% | $2,122-26.6% | $2,234-30.3% |
| Participant deferral / active EE | $9,817 | $2,453+300.2% | $3,373+191.0% | $3,805+158.0% |
| Admin fee / account holder | $150 | $287-47.6% | $5,959-97.5% | $158-4.7% |