Filed January 3, 2020 (most recent of 4 filings on file)
Total covered: 127 employees
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 06-1050034 | Contract Administrator | $186,920 |
Filed as: PRUDENTIAL TRUST CO. Service code 15 · EIN 22-6994310 | Recordkeeping | $85,595 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 99 · EIN 22-1211670 | Other Fees | $64,742 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $55,344 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $20,238 |
Filed as: YOUNT HYDE BARBOUR PC Service code 10 · EIN 54-1149263 | Accounting | $5,978 |
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 | $71,746 | $110,699-35.2% | $177,821-59.7% | $90,288-20.5% |
| Participation rate | 98.8% | 88.3%+10.4pp | 87.7%+11.0pp | 73.4%+25.4pp |
| Annual return | 15.97% | 22.79%-6.8pp | 48.32%-32.4pp | 53.97%-38.0pp |
| Employer contribution / active EE | $3,277 | $4,118-20.4% | $5,918-44.6% | $2,524+29.8% |
| Participant deferral / active EE | $7,334 | $6,731+8.9% | $7,714-4.9% | $4,232+73.3% |
| Admin fee / account holder | $83 | $90-8.3% | $12,427-99.3% | $114-27.6% |