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 | $365,534 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 36-2668272 | Advisory (Plan) | $179,419 |
COVINGTON & BURLING LLP1 year Filed as: COVINGTON & BURLINGTON Service code 29 · EIN 53-0188411 | Legal | $92,299 |
FUND DIRECT ADVISORS9+ years Filed as: FUND EVALUATION GROUP Service code 27 · EIN 01-0694771 | Advisory (Plan) | $45,637 |
Filed as: FIDUCIARY COUNSELORS INC Service code 27 · EIN 22-3709903 | Advisory (Plan) | $35,000 |
SB & COMPANY, LLC1 year Filed as: SB AND COMPANY, LLC Service code 10 · EIN 20-2153727 | Accounting | $20,381 |
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 | $164,295 | $76,173+115.7% | $81,382+101.9% | $199,593-17.7% |
| Participation rate | 97.0% | 76.3%+20.7pp | 69.5%+27.5pp | 72.0%+25.0pp |
| Annual return | 14.52% | 15.59%-1.1pp | 24.73%-10.2pp | 34.25%-19.7pp |
| Employer contribution / active EE | $6,968 | $2,792+149.6% | $2,463+182.9% | $3,034+129.6% |
| Participant deferral / active EE | $7,534 | $4,201+79.3% | $3,883+94.0% | $5,087+48.1% |
| Admin fee / account holder | $127 | $146-12.8% | $5,768-97.8% | $269-52.6% |