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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $475,886 |
MERCER4 years Filed as: MERCER GLOBAL ADVISORS Service code 27 · EIN 74-3257877 | Advisory (Plan) | $210,410 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $25,000 |
Filed as: CBIZ MHM, LLC Service code 10 · EIN 34-1846498 | Accounting | $14,416 |
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 | $62,551 | $93,462-33.1% | $164,813-62.0% | $99,062-36.9% |
| Participation rate | 88.6% | 79.9%+8.7pp | 78.6%+10.0pp | 71.6%+17.0pp |
| Annual return | 15.09% | 15.71%-0.6pp | 69.93%-54.8pp | 17.66%-2.6pp |
| Employer contribution / active EE | $3,427 | $3,099+10.6% | $4,341-21.1% | $3,262+5.1% |
| Participant deferral / active EE | $5,895 | $5,366+9.9% | $6,031-2.3% | $5,331+10.6% |
| Admin fee / account holder | $100 | $81+22.6% | $12,690-99.2% | $109-8.5% |