Filed January 29, 2019 (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 |
|---|---|---|
ADVISORY SERVICES CORPORATION1+ years Service code 19 · EIN 65-0471815 | Securities Custodian | $43,745 |
MERCER1+ years Service code 50 · EIN 13-2834414 | Direct Payment | $42,215 |
MOSS ADAMS LLP1+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $29,252 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & CONSULTING, LLC Service code 27 · EIN 95-4660745 | Advisory (Plan) | $12,000 |
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $7,966 |
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,383 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $86,131 | $112,772-23.6% | $57,343+50.2% | $59,188+45.5% |
| Participation rate | 42.5% | 71.3%-28.8pp | 75.1%-32.6pp | 69.4%-26.9pp |
| Annual return | 2.75% | 0.85%+1.9pp | 24.39%-21.6pp | 5.51%-2.8pp |
| Employer contribution / active EE | $2,410 | $3,400-29.1% | $2,689-10.4% | $2,098+14.9% |
| Participant deferral / active EE | $2,105 | $3,010-30.1% | $3,162-33.4% | $3,265-35.5% |
| Admin fee / account holder | $87 | $144-39.9% | $3,356-97.4% | $92-6.1% |