Filed July 16, 2020
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRECEPT ADVISORY GROUP3 years Service code 27 · EIN 56-1623293 | Advisory (Plan) | $45,000 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,793 |
LBMC, PC2 years Service code 10 · EIN 62-1199757 | Accounting | $14,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$77,221 |
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 | $127,218 | $88,890+43.1% | $102,423+24.2% | $77,643+63.9% |
| Participation rate | 93.8% | 80.9%+12.9pp | 76.5%+17.3pp | 70.6%+23.2pp |
| Annual return | 17.97% | 24.98%-7.0pp | 29.32%-11.4pp | 31.24%-13.3pp |
| Employer contribution / active EE | $2,338 | $2,698-13.3% | $3,023-22.7% | $2,726-14.2% |
| Participant deferral / active EE | $12,623 | $5,145+145.3% | $5,053+149.8% | $4,647+171.6% |
| Admin fee / account holder | $3 | $235-98.8% | $9,451-100.0% | $430-99.3% |