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.4+ years Filed as: STANLEY BENEFIT SERVICES INC Service code 15 7800 MCCLOUD RD · GREENSBORO, NC 27409 | Recordkeeping | $28,881 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 21 · EIN 20-0937408 | Bank Trustee | $5,216 |
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 | $15,952 | $35,485-55.0% | $74,550-78.6% | $55,725-71.4% |
| Participation rate | 92.7% | 62.5%+30.2pp | 69.1%+23.5pp | 70.9%+21.8pp |
| Annual return | -4.69% | 0.72%-5.4pp | 32.53%-37.2pp | 244.93%-249.6pp |
| Employer contribution / active EE | $1,246 | $777+60.3% | $1,961-36.5% | $2,078-40.0% |
| Participant deferral / active EE | $1,558 | $2,181-28.6% | $3,108-49.9% | $3,356-53.6% |
| Admin fee / account holder | $115 | $114+0.5% | $5,060-97.7% | $115-0.2% |