Filed December 30, 2016 (most recent of 2 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 |
|---|---|---|
Service code 27 · EIN 62-1784717 5110 MARYLAND WAY · BRENTWOOD, TN 37027 | Advisory (Plan) | $236,173 |
Filed as: EMPLOYEE BENEFIT SERVICES INC Service code 13 5110 MARYLAND WAY · BRENTWOOD, TN 37027 | Contract Administrator | $153,729 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $90,824 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,497 | $57,610+29.3% | $154,803-51.9% | $102,872-27.6% |
| Participation rate | 99.4% | 59.5%+39.9pp | 78.1%+21.3pp | 73.0%+26.4pp |
| Annual return | 16.78% | 30.49%-13.7pp | 58.88%-42.1pp | 19.06%-2.3pp |
| Employer contribution / active EE | $6,491 | $1,883+244.7% | $4,305+50.8% | $3,526+84.1% |
| Participant deferral / active EE | $5,826 | $2,914+99.9% | $5,540+5.2% | $5,535+5.3% |
| Admin fee / account holder | $187 | $368-49.1% | $14,329-98.7% | $292-35.9% |