Filed February 16, 2022
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 5-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 37 · EIN 04-2647786 | Loan Processing | $375,856 |
HIGHLAND CONSULTING ASSOCIATES5+ years Filed as: HIGHLAND CONSULTING ASSOCIATES, IN Service code 16 · EIN 34-1753575 | Consulting | $83,802 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,971 |
ELLIOTT DAVIS, LLC5+ years Filed as: ELLIOTT DAVIS, LLC/PLLC Service code 10 · EIN 57-0381582 | Accounting | $27,650 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,362 | $159,391-35.2% | $102,423+0.9% | $99,062+4.3% |
| Participation rate | 98.6% | 88.6%+10.0pp | 76.5%+22.1pp | 71.6%+27.0pp |
| Annual return | 15.60% | 19.03%-3.4pp | 29.32%-13.7pp | 17.66%-2.1pp |
| Employer contribution / active EE | $3,591 | $4,207-14.6% | $3,023+18.8% | $3,262+10.1% |
| Participant deferral / active EE | $5,165 | $7,498-31.1% | $5,053+2.2% | $5,331-3.1% |
| Admin fee / account holder | $78 | $159-51.1% | $9,451-99.2% | $109-28.6% |