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 | $697,194 |
CAPFINANCIAL PARTNERS LLC3 years Service code 16 · EIN 26-0058143 | Consulting | $94,756 |
MERCER2 years Filed as: MERCER HEALTH & BENEFITS, LLC Service code 10 · EIN 13-2834414 | Accounting | $36,984 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH+BROWN, P.C. Service code 10 · EIN 22-2027092 | Accounting | $28,938 |
ALSTON & BIRD LLP6+ years Service code 29 · EIN 58-0137615 | Legal | $21,684 |
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 | $36,388 | $45,365-19.8% | $58,482-37.8% | $96,393-62.3% |
| Participation rate | 89.5% | 30.9%+58.6pp | 50.9%+38.6pp | 71.3%+18.2pp |
| Annual return | 20.89% | 20.48%+0.4pp | 4239.32%-4218.4pp | 22.88%-2.0pp |
| Employer contribution / active EE | $2,342 | $584+300.9% | $1,053+122.4% | $3,238-27.7% |
| Participant deferral / active EE | $4,245 | $1,304+225.5% | $1,924+120.7% | $5,455-22.2% |
| Admin fee / account holder | $66 | $74-10.6% | $2,516-97.4% | $74-10.2% |