Filed April 12, 2019 (most recent of 5 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 64 · EIN 84-0467907 | Recordkeeping Fees | $827,072 |
MERCER5 years Service code 11 · EIN 13-2834414 | Actuarial | $233,919 |
NORTHERN TRUST COMPANY10+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $226,104 |
FULBRIGHT & JAWORSKI10+ years Service code 29 · EIN 74-1201087 | Legal | $91,444 |
WEAVER AND TIDWELL, LLP6 years Filed as: WEAVER & TIDWELL, LLP Service code 10 · EIN 75-0786316 | Accounting | $63,561 |
HERRONPALMER6 years Filed as: HERRONPALMER, LLC Service code 16 · EIN 45-4725418 | Consulting | $21,673 |
Filed as: QDRO CONSULTANTS CO. LLC Service code 17 · EIN 34-1820650 | Pension Consulting | $13,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,211 | $106,382+72.2% | $153,485+19.4% | $106,382+72.2% |
| Participation rate | 99.3% | 69.9%+29.4pp | 77.1%+22.2pp | 69.9%+29.4pp |
| Annual return | 14.36% | 17.37%-3.0pp | 15.65%-1.3pp | 17.37%-3.0pp |
| Employer contribution / active EE | $9,062 | $3,364+169.4% | $5,039+79.9% | $3,364+169.4% |
| Participant deferral / active EE | $11,155 | $5,569+100.3% | $6,757+65.1% | $5,569+100.3% |
| Admin fee / account holder | $73 | $79-7.2% | $12,724-99.4% | $79-7.2% |