Filed June 2, 2022 (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 |
|---|---|---|
MERCER1+ years Filed as: MERCER CONSULTING Service code 15 · EIN 06-1685865 | Recordkeeping | $140,834 |
RSM US LLP1+ years Filed as: MCGLADREY LLP Service code 10 | Accounting | $17,300 |
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $17,300 |
Service code 15 · EIN 04-1590850 | Recordkeeping | $5,753 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,047 | $67,166-13.6% | $57,343+1.2% | $55,191+5.2% |
| Participation rate | 85.2% | 77.7%+7.5pp | 75.1%+10.1pp | 69.2%+16.0pp |
| Annual return | -0.84% | 4.22%-5.1pp | 24.39%-25.2pp | 10.78%-11.6pp |
| Employer contribution / active EE | $2,044 | $2,812-27.3% | $2,689-24.0% | $1,899+7.6% |
| Participant deferral / active EE | $3,117 | $2,835+10.0% | $3,162-1.4% | $3,046+2.3% |
| Admin fee / account holder | $2 | $44-96.1% | $3,356-100.0% | $91-98.2% |