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 | $188,381 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $84,750 |
BDO USA, LLP3 years Service code 10 · EIN 13-5381590 | Accounting | $41,700 |
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 | $63,772 | $95,918-33.5% | $151,611-57.9% | $77,904-18.1% |
| Participation rate | 98.7% | 88.7%+9.9pp | 87.5%+11.2pp | 73.7%+25.0pp |
| Annual return | -16.29% | -5.50%-10.8pp | 3.33%-19.6pp | 12.21%-28.5pp |
| Employer contribution / active EE | $3,594 | $4,330-17.0% | $6,166-41.7% | $2,848+26.2% |
| Participant deferral / active EE | $7,986 | $7,508+6.4% | $8,363-4.5% | $4,806+66.2% |
| Admin fee / account holder | $93 | $93-0.2% | $11,616-99.2% | $133-29.8% |