Filed May 24, 2018
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 8-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 | $509,238 |
MERCER1 year Filed as: MERCER HEALTH & BENEFITS, LLC Service code 16 · EIN 13-2834414 | Consulting | $144,901 |
ALSTON & BIRD LLP5+ years Service code 29 · EIN 58-0137615 | Legal | $83,480 |
CAPFINANCIAL PARTNERS LLC2 years Service code 16 · EIN 26-0058143 | Consulting | $54,869 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH Service code 10 · EIN 22-2027092 | Accounting | $27,560 |
THE GUERRA GROUP LLC5+ years Service code 16 · EIN 45-5045578 | Consulting | $19,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,966 | $41,203-7.9% | $61,373-38.1% | $89,394-57.5% |
| Participation rate | 87.6% | 35.4%+52.2pp | 52.6%+35.0pp | 71.3%+16.3pp |
| Annual return | -16.24% | -14.63%-1.6pp | 338.61%-354.9pp | -11.89%-4.4pp |
| Employer contribution / active EE | $2,074 | $603+244.1% | $1,159+78.9% | $3,022-31.4% |
| Participant deferral / active EE | $3,801 | $1,367+178.0% | $2,125+78.9% | $5,123-25.8% |
| Admin fee / account holder | $86 | $74+16.5% | $2,130-96.0% | $79+8.0% |