Filed December 18, 2018 (most recent of 4 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 37 · EIN 04-2647786 | Loan Processing | $382,414 |
MERCER1 year Filed as: MERCER GLOBAL ADVISORS Service code 27 · EIN 74-3257877 | Advisory (Plan) | $98,562 |
ROWLAND CARMICHAEL ADVISORS6+ years Filed as: ROWLAND CARMICHAELS Service code 27 · EIN 86-0568468 | Advisory (Plan) | $89,758 |
MAYER HOFFMAN MCCANN P.C.5 years Filed as: MAYER HOFFMAN MCCANN, P.C. Service code 10 · EIN 43-1947695 | Accounting | $12,556 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,932 | $91,746-33.6% | $146,665-58.5% | $93,030-34.5% |
| Participation rate | 97.8% | 80.9%+16.9pp | 80.1%+17.8pp | 73.9%+23.9pp |
| Annual return | 16.93% | 18.28%-1.4pp | 22.74%-5.8pp | 158.70%-141.8pp |
| Employer contribution / active EE | $4,042 | $2,815+43.6% | $4,136-2.3% | $2,706+49.4% |
| Participant deferral / active EE | $5,983 | $4,589+30.4% | $5,506+8.7% | $4,562+31.1% |
| Admin fee / account holder | $97 | $101-4.0% | $10,280-99.1% | $152-36.0% |