Filed October 19, 2016
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 |
|---|---|---|
Service code 19 · EIN 02-0632649 255 WEST ST. · KEENE, NH 03431 | Securities Custodian | $64,919 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $159,529 | $72,277+120.7% | $101,248+57.6% | $79,858+99.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 4.15% | 22.30%-18.1pp | 46.47%-42.3pp | 31.71%-27.6pp |
| Employer contribution / active EE | $2,371 | $2,692-11.9% | $3,660-35.2% | $2,471-4.0% |
| Participant deferral / active EE | $5,799 | $3,282+76.7% | $4,370+32.7% | $3,740+55.0% |
| Admin fee / account holder | $546 | $4,400-87.6% | $5,945-90.8% | $5,306-89.7% |