Filed May 7, 2018 (most recent of 7 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 37 · EIN 04-2647786 | Loan Processing | $222,344 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $23,888 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP, INC. Service code 16 · EIN 06-1053228 | Consulting | $8,750 |
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 | $67,891 | $73,034-7.0% | $77,163-12.0% | $80,160-15.3% |
| Participation rate | 90.7% | 78.1%+12.6pp | 69.6%+21.1pp | 72.9%+17.8pp |
| Annual return | 17.36% | 18.56%-1.2pp | 37.87%-20.5pp | 40.38%-23.0pp |
| Employer contribution / active EE | $3,957 | $2,779+42.4% | $2,535+56.1% | $2,978+32.9% |
| Participant deferral / active EE | $4,979 | $4,140+20.3% | $3,833+29.9% | $5,017-0.8% |
| Admin fee / account holder | $94 | $104-9.7% | $5,472-98.3% | $145-35.4% |