Filed May 19, 2020 (most recent of 2 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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 16 · EIN 13-5674085 | Consulting | $100,000 |
HOLLANDANDHARTLLP1 year Service code 29 · EIN 84-0382505 | Legal | $98,896 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $73,584 |
EIDE BAILLY LLP10+ years Service code 10 · EIN 45-0250958 | Accounting | $28,500 |
CAC SPECIALTY2 years Service code 49 · EIN 84-2497726 | Other Services | $25,975 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$131,037 |
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 | $199,031 | $110,299+80.4% | $102,423+94.3% | $199,593-0.3% |
| Participation rate | 89.3% | 86.3%+3.0pp | 76.5%+12.8pp | 72.0%+17.3pp |
| Annual return | 17.93% | 35.73%-17.8pp | 29.32%-11.4pp | 34.25%-16.3pp |
| Employer contribution / active EE | $9,473 | $3,603+162.9% | $3,023+213.3% | $3,034+212.2% |
| Participant deferral / active EE | $10,396 | $6,376+63.1% | $5,053+105.7% | $5,087+104.4% |
| Admin fee / account holder | $39 | $122-68.3% | $9,451-99.6% | $269-85.6% |