Filed September 4, 2015 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 | $582,396 |
MERCER3 years Filed as: MERCER US INC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $25,000 |
GROOM LAW GROUP1 year Service code 29 · EIN 52-1219029 | Legal | $15,194 |
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 | $180,848 | $84,572+113.8% | $68,791+162.9% | $78,044+131.7% |
| Participation rate | 99.8% | 73.3%+26.5pp | 69.0%+30.8pp | 74.4%+25.4pp |
| Annual return | -16.47% | -13.88%-2.6pp | -6.38%-10.1pp | 10.87%-27.3pp |
| Employer contribution / active EE | $4,683 | $3,358+39.5% | $2,655+76.4% | $3,125+49.9% |
| Participant deferral / active EE | $8,130 | $4,666+74.2% | $3,941+106.3% | $5,084+59.9% |
| Admin fee / account holder | $68 | $90-23.6% | $4,932-98.6% | $79-13.2% |