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 | $216,314 |
Filed as: PRUDENTIAL TRUST CO. Service code 15 · EIN 22-6994310 | Recordkeeping | $106,035 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 99 · EIN 22-1211670 | Other Fees | $79,148 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $68,750 |
BDO USA, LLP2 years Service code 10 · EIN 13-5381590 | Accounting | $28,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,560 | $118,337-34.5% | $189,513-59.1% | $93,030-16.6% |
| Participation rate | 99.0% | 89.1%+9.9pp | 87.8%+11.2pp | 73.9%+25.1pp |
| Annual return | 13.38% | 21.77%-8.4pp | 555.15%-541.8pp | 158.70%-145.3pp |
| Employer contribution / active EE | $3,408 | $4,204-18.9% | $6,162-44.7% | $2,706+25.9% |
| Participant deferral / active EE | $7,638 | $7,123+7.2% | $8,221-7.1% | $4,562+67.4% |
| Admin fee / account holder | $94 | $100-6.0% | $12,045-99.2% | $152-38.2% |