Filed January 2, 2024 (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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $962,396 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $81,000 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $61,300 |
DELOITTE & TOUCHE LLP1+ years Service code 10 · EIN 13-3891517 | Accounting | $52,500 |
PROTIVITI INC1+ years Filed as: PROTIVITI Service code 10 · EIN 04-3661951 | Accounting | $36,478 |
WESTMINSTER CONSULTING, LLC1+ years Filed as: WESTMINSTER CONSULTING LLC Service code 27 · EIN 45-3679779 | Advisory (Plan) | $25,297 |
WEALTH ENHANCEMENT ADVISORY SE1+ years Filed as: WEALTH ENHANCEMENT ADVISORY SERV Service code 16 · EIN 41-2016508 | Consulting | $14,300 |
T ROWE PRICE RPS INC1+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 10 · EIN 52-1309931 | Accounting | $6,181 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $88,851 | $73,283+21.2% | $155,509-42.9% | $106,382-16.5% |
| Participation rate | 67.0% | 73.3%-6.3pp | 78.2%-11.2pp | 69.9%-2.9pp |
| Annual return | 52.43% | 15.77%+36.7pp | 64.67%-12.2pp | 17.37%+35.1pp |
| Employer contribution / active EE | $0 | $2,247-100.0% | $4,672-100.0% | $3,364-100.0% |
| Participant deferral / active EE | $5,449 | $4,580+19.0% | $5,626-3.1% | $5,569-2.1% |
| Admin fee / account holder | $76 | $56+34.9% | $15,912-99.5% | $79-4.5% |