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 | $473,796 |
MERCER3 years Filed as: MERCER GLOBAL ADVISORS Service code 27 · EIN 74-3257877 | Advisory (Plan) | $195,557 |
Filed as: CBIZ CPAS, P.C. Service code 10 · EIN 43-1947695 4722 N 24TH STREET · PHOENIX, AZ 85016 | Accounting | $16,780 |
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 | $55,964 | $84,149-33.5% | $129,995-56.9% | $103,482-45.9% |
| Participation rate | 97.7% | 81.0%+16.7pp | 78.5%+19.2pp | 73.3%+24.4pp |
| Annual return | 18.30% | 25.45%-7.2pp | -137.18%+155.5pp | 33.11%-14.8pp |
| Employer contribution / active EE | $3,800 | $2,687+41.4% | $4,320-12.0% | $3,208+18.5% |
| Participant deferral / active EE | $6,393 | $5,201+22.9% | $5,820+9.9% | $5,207+22.8% |
| Admin fee / account holder | $98 | $75+30.0% | $10,614-99.1% | $114-14.5% |