Filed March 24, 2016 (most recent of 6 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 13 · EIN 42-0127290 | Contract Administrator | $328,791 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 36-2668272 | Advisory (Plan) | $231,282 |
COVINGTON & BURLING LLP1 year Filed as: COVINGTON & BURLING Service code 27 · EIN 53-0188411 | Advisory (Plan) | $85,459 |
Filed as: FIDUCIARY COUNSELORS INC Service code 27 · EIN 01-0694771 | Advisory (Plan) | $52,483 |
FIDUCIARY CONSELORS INC1 year Service code 27 · EIN 22-3709903 | Advisory (Plan) | $52,478 |
SB & COMPANY, LLC1 year Filed as: SB & COMPANY LLC Service code 10 · EIN 20-2153727 | Accounting | $34,701 |
USI CONSULTING GROUP1 year Service code 27 · EIN 06-1053228 | Advisory (Plan) | $16,978 |
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 | $180,431 | $89,178+102.3% | $91,541+97.1% | $102,872+75.4% |
| Participation rate | 97.5% | 79.7%+17.8pp | 69.8%+27.7pp | 73.0%+24.4pp |
| Annual return | 13.09% | 14.52%-1.4pp | 20.50%-7.4pp | 19.06%-6.0pp |
| Employer contribution / active EE | $7,007 | $3,455+102.8% | $2,505+179.8% | $3,526+98.7% |
| Participant deferral / active EE | $7,637 | $4,657+64.0% | $4,008+90.6% | $5,535+38.0% |
| Admin fee / account holder | $136 | $134+1.5% | $6,956-98.0% | $292-53.4% |