Filed September 19, 2016 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $244,574 |
MERCER10+ years Service code 16 · EIN 30-0282430 | Consulting | $99,337 |
CURCIO WEBB1 year Service code 16 · EIN 36-4171366 | Consulting | $29,057 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $7,500 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,849 | $145,877+100.8% | $150,045+95.2% | $102,872+184.7% |
| Participation rate | 97.1% | 79.8%+17.3pp | 82.3%+14.8pp | 73.0%+24.1pp |
| Annual return | 18.62% | 21.37%-2.8pp | 62.55%-43.9pp | 19.06%-0.4pp |
| Employer contribution / active EE | $17,150 | $4,710+264.1% | $4,693+265.4% | $3,526+386.3% |
| Participant deferral / active EE | $18,429 | $9,491+94.2% | $7,997+130.5% | $5,535+233.0% |
| Admin fee / account holder | $62 | $176-65.0% | $13,435-99.5% | $292-78.9% |