Filed January 13, 2015 (most recent of 3 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 |
|---|---|---|
NEPC, LLC5+ years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $47,687 |
MAYER HOFFMAN MCCANN P.C.4+ years Filed as: MAYER HOFFMAN MCCANN, PC Service code 10 · EIN 43-1947695 | Accounting | $25,999 |
QDRO CONSULTANTS COMPANY, LLC4+ years Filed as: QDRO CONSULTANTS COMPANY Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $22,425 |
CHARLES SCHWAB & CO., INC.5+ years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $13,775 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $0 |
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 | $138,296 | $106,734+29.6% | $75,886+82.2% | $89,569+54.4% |
| Participation rate | 97.7% | 65.6%+32.0pp | 69.3%+28.4pp | 69.6%+28.1pp |
| Annual return | 23.54% | 24.20%-0.7pp | 30.76%-7.2pp | 34.56%-11.0pp |
| Employer contribution / active EE | $4,610 | $3,939+17.0% | $2,500+84.4% | $2,584+78.4% |
| Participant deferral / active EE | $5,849 | $3,965+47.5% | $3,603+62.3% | $4,220+38.6% |
| Admin fee / account holder | $2 | $80-97.6% | $5,418-100.0% | $72-97.4% |