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 | $412,821 |
MERCER1 year Filed as: MERCER INVESTMENTS,LLC Service code 27 · EIN 36-2668272 | Advisory (Plan) | $234,182 |
Filed as: FIDUCIARY COUNSELORS INC Service code 27 · EIN 22-3709903 | Advisory (Plan) | $69,935 |
FUND DIRECT ADVISORS8+ years Filed as: FUND EVALUATION GROUP Service code 27 · EIN 01-0694771 | Advisory (Plan) | $22,889 |
SB & COMPANY, LLC1 year Filed as: SB AND COMPANY Service code 10 · EIN 20-2153727 | Accounting | $19,886 |
Annual investment return 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 | $144,470 | $73,034+97.8% | $77,163+87.2% | $80,160+80.2% |
| Participation rate | 97.1% | 78.1%+19.0pp | 69.6%+27.5pp | 72.9%+24.1pp |
| Annual return | 12.81% | 18.56%-5.7pp | 37.87%-25.1pp | 40.38%-27.6pp |
| Employer contribution / active EE | $6,430 | $2,779+131.4% | $2,535+153.7% | $2,978+115.9% |
| Participant deferral / active EE | $7,285 | $4,140+76.0% | $3,833+90.1% | $5,017+45.2% |
| Admin fee / account holder | $127 | $104+22.6% | $5,472-97.7% | $145-12.3% |