Filed January 30, 2018
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 |
|---|---|---|
STANLEY BENEFIT SERVICES, INC.1+ years Filed as: STANLEY BENEFIT SERVICES INC Service code 15 300 EAST WENDOVER AVE · GREENSBORO, NC 27401 | Recordkeeping | $28,271 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Direct payment from the plan; Other f... | $4,286 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,875 | $33,745-73.7% | $64,105-86.2% | $55,191-83.9% |
| Participation rate | 92.4% | 59.4%+33.0pp | 68.2%+24.2pp | 69.2%+23.2pp |
| Annual return | -0.11% | 4.95%-5.1pp | 791.24%-791.4pp | 10.78%-10.9pp |
| Employer contribution / active EE | $1,199 | $641+87.1% | $1,820-34.1% | $1,899-36.8% |
| Participant deferral / active EE | $1,414 | $1,929-26.7% | $2,822-49.9% | $3,046-53.6% |
| Admin fee / account holder | $58 | $94-38.2% | $4,499-98.7% | $91-35.7% |