See peer percentile detail with Solo.
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.
See the 6-year trajectory with Solo.
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 |
|---|---|---|
MERCER1 year Filed as: MERCER INC. Service code 16 · EIN 13-2834414 | Consulting | $96,333 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,872 |
GRANT THORNTON LLP4+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $27,720 |
ARNOLD & PORTER2 years Service code 29 · EIN 53-0208605 | Legal | $24,910 |
THOMPSON COBURN LLP1 year Service code 29 · EIN 43-0666662 | Legal | $2,108 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,678 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $83,954 | $130,141-35.5% | $86,677-3.1% | $77,904+7.8% |
| Participation rate | 99.2% | 85.9%+13.2pp | 76.6%+22.6pp | 73.7%+25.5pp |
| Annual return | -16.70% | -12.75%-4.0pp | 35.91%-52.6pp | 12.21%-28.9pp |
| Employer contribution / active EE | $5,202 | $3,220+61.5% | $2,836+83.4% | $2,848+82.7% |
| Participant deferral / active EE | $6,706 | $5,757+16.5% | $4,656+44.0% | $4,806+39.5% |
| Admin fee / account holder | $102 | $132-22.4% | $7,493-98.6% | $133-22.9% |