Filed January 30, 2018
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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.8+ years Filed as: STANLEY BENEFIT SERVICES INC Service code 15 7800 MCCLOUD RD · GREENSBORO, NC 27409 | Recordkeeping | $5,679 |
FUND DIRECT ADVISORS2 years Service code 26 · EIN 27-3584365 | Advisory (Participants) | $577 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 21 · EIN 21-3769253 | Bank Trustee | $12 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,528 | $95,862-73.4% | $79,550-67.9% | $134,475-81.0% |
| Participation rate | 46.2% | 75.0%-28.9pp | 69.5%-23.3pp | 81.2%-35.1pp |
| Annual return | -14.26% | -2.69%-11.6pp | 0.16%-14.4pp | 417.96%-432.2pp |
| Employer contribution / active EE | $3,043 | $3,128-2.7% | $2,413+26.1% | $4,740-35.8% |
| Participant deferral / active EE | $5,026 | $4,693+7.1% | $3,985+26.1% | $6,400-21.5% |
| Admin fee / account holder | $80 | $9,126-99.1% | $6,832-98.8% | $11,426-99.3% |