Filed February 4, 2021 (most recent of 3 filings on file)
Total covered: 29 employees
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $63,647 |
ERNST & YOUNG LLP1 year Filed as: ERNST AND YOUNG Service code 10 · EIN 34-6565596 | Accounting | $31,290 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP Service code 16 227 W MONROE ST · CHICAGO, IL 60606 | Consulting | $24,062 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$300,718 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,142 | $46,969-10.3% | $154,107-72.7% | $73,367-42.6% |
| Participation rate | 98.3% | 72.4%+25.9pp | 83.0%+15.3pp | 69.5%+28.8pp |
| Annual return | -6.03% | 821.68%-827.7pp | 735.12%-741.1pp | 173.45%-179.5pp |
| Employer contribution / active EE | $2,862 | $1,723+66.1% | $5,298-46.0% | $2,499+14.5% |
| Participant deferral / active EE | $2,467 | $3,162-22.0% | $5,081-51.4% | $4,033-38.8% |
| Admin fee / account holder | $8 | $47-81.9% | $13,411-99.9% | $68-87.7% |