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.3+ years Filed as: STANLEY BENEFIT SERVICES INC Service code 15 7800 MCCLOUD RD · GREENSBORO, NC 27409 | Recordkeeping | $36,226 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 21 · EIN 20-0937408 | Bank Trustee | $5,112 |
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 | $9,905 | $48,064-79.4% | $78,778-87.4% | $69,631-85.8% |
| Participation rate | 92.1% | 61.6%+30.6pp | 69.2%+22.9pp | 70.7%+21.4pp |
| Annual return | 16.25% | 21.81%-5.6pp | 35.62%-19.4pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $1,144 | $744+53.9% | $1,986-42.4% | $2,032-43.7% |
| Participant deferral / active EE | $1,360 | $2,079-34.6% | $2,958-54.0% | $3,224-57.8% |
| Admin fee / account holder | $71 | $152-53.3% | $5,134-98.6% | $110-35.8% |