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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $69,861 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $65,819 |
Filed as: NORTHWESTERN MUTUAL Service code 16 · EIN 39-2018056 | Consulting | $40,000 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 16 245 SUMMER STREET, V7B · BOSTON, MA 02210 | Consulting | $20,000 |
HANCOCK ASKEW & CO., LLP1 year Filed as: HANCOCK ASKEW & CO, LLP Service code 10 · EIN 58-0662558 | Accounting | $20,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,304 | $106,734-42.6% | $75,886-19.2% | $89,569-31.6% |
| Participation rate | 56.2% | 65.6%-9.4pp | 69.3%-13.1pp | 69.6%-13.4pp |
| Annual return | 23.31% | 24.20%-0.9pp | 30.76%-7.4pp | 34.56%-11.2pp |
| Employer contribution / active EE | $1,029 | $3,939-73.9% | $2,500-58.8% | $2,584-60.2% |
| Participant deferral / active EE | $2,920 | $3,965-26.4% | $3,603-19.0% | $4,220-30.8% |
| Admin fee / account holder | $35 | $80-56.0% | $5,418-99.3% | $72-50.8% |