Filed February 3, 2022 (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 |
|---|---|---|
MERCER10+ years Service code 16 · EIN 30-0282430 | Consulting | $122,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $120,243 |
FINANCIAL ENGINES4 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $110,668 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $229,154 | $145,877+57.1% | $150,045+52.7% | $102,872+122.8% |
| Participation rate | 97.3% | 79.8%+17.5pp | 82.3%+15.0pp | 73.0%+24.3pp |
| Annual return | 21.52% | 21.37%+0.2pp | 62.55%-41.0pp | 19.06%+2.5pp |
| Employer contribution / active EE | $17,457 | $4,710+270.6% | $4,693+272.0% | $3,526+395.0% |
| Participant deferral / active EE | $12,575 | $9,491+32.5% | $7,997+57.2% | $5,535+127.2% |
| Admin fee / account holder | $108 | $176-38.7% | $13,435-99.2% | $292-63.1% |