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 |
|---|---|---|
MERCER2+ years Filed as: MERCER CONSULTING Service code 15 · EIN 06-1685865 | Recordkeeping | $65,000 |
RSM US LLP2+ years Service code 10 · EIN 42-0714325 | Accounting | $18,000 |
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES Service code 27 · EIN 06-1685865 | Advisory (Plan) | $7,500 |
Service code 15 · EIN 04-1590850 | Recordkeeping | $2,854 |
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 | $72,198 | $68,408+5.5% | $57,179+26.3% | $57,658+25.2% |
| Participation rate | 89.7% | 79.1%+10.5pp | 75.3%+14.3pp | 70.2%+19.4pp |
| Annual return | 8.79% | 8.51%+0.3pp | 14.59%-5.8pp | 5.13%+3.7pp |
| Employer contribution / active EE | $2,463 | $2,869-14.2% | $2,682-8.2% | $1,974+24.8% |
| Participant deferral / active EE | $3,713 | $2,903+27.9% | $3,096+19.9% | $3,061+21.3% |
| Admin fee / account holder | $29 | $70-58.3% | $3,139-99.1% | $95-69.3% |