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 |
|---|---|---|
TEMPO HOLDING COMPANY, LLC2 years Filed as: TEMPO HOLDING COMPANY LLC Service code 28 · EIN 82-1061233 | Investment Management | $1,370,692 |
NORTHERN TRUST COMPANY5+ years Service code 50 · EIN 36-1561860 | Direct Payment | $480,245 |
FULBRIGHT & JAWORSKI5+ years Service code 29 · EIN 74-1201087 | Legal | $180,662 |
HERRONPALMER1 year Filed as: HERRONPALMER, LLC Service code 70 · EIN 45-4725418 | Consulting Fees | $148,339 |
SIMPLYCONNECT1 year Service code 70 · EIN 27-2424795 | Consulting Fees | $125,521 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL, LLP Service code 10 · EIN 75-0786313 | Accounting | $51,023 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $129,420 | $89,569+44.5% | $127,761+1.3% | $89,569+44.5% |
| Participation rate | 85.5% | 69.6%+15.9pp | 79.0%+6.5pp | 69.6%+15.9pp |
| Annual return | 18.26% | 34.56%-16.3pp | 26.14%-7.9pp | 34.56%-16.3pp |
| Employer contribution / active EE | $8,429 | $2,584+226.2% | $4,574+84.3% | $2,584+226.2% |
| Participant deferral / active EE | $7,663 | $4,220+81.6% | $6,021+27.3% | $4,220+81.6% |
| Admin fee / account holder | $86 | $72+19.7% | $9,395-99.1% | $72+19.7% |