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 | $50,775 |
MCGRIFF INSURANCE SERVICES3 years Filed as: MCGRIFF SEIBELS WILLIAMS Service code 49 · EIN 20-0468966 | Other Services | $38,928 |
EIDE BAILLY LLP6+ years Service code 16 · EIN 45-0250958 | Consulting | $22,465 |
HOLLAND & KNIGHT3 years Filed as: HOLLAND AND HART LLP Service code 16 · EIN 84-0382505 | Consulting | $13,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$357,150 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,371 | $176,491-4.6% | $95,952+75.5% | $90,288+86.5% |
| Participation rate | 91.1% | 86.6%+4.5pp | 77.1%+14.0pp | 73.4%+17.8pp |
| Annual return | 18.97% | 20.14%-1.2pp | 91.61%-72.6pp | 53.97%-35.0pp |
| Employer contribution / active EE | $9,607 | $2,789+244.5% | $2,541+278.1% | $2,524+280.6% |
| Participant deferral / active EE | $9,998 | $5,340+87.2% | $4,167+139.9% | $4,232+136.2% |
| Admin fee / account holder | -$46 | $154-129.7% | $6,795-100.7% | $114-140.1% |