Filed November 6, 2015
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 13 · EIN 42-0127290 | Contract Administrator | $29,903 |
Filed as: AMERIPRISE FINANCIAL SERVICES INC. Service code 14 · EIN 51-6041053 | Plan Administrator | $15,495 |
ASCENSUS LLC2 years Filed as: THE HILB GROUP OF NEW ENGLAND, LLC Service code 13 · EIN 47-4324398 931 JEFFERSON BLVD. -SUITE 3001 · WARWICK, RI 02886 | Contract Administrator | $6,601 |
ASCENSUS LLC3 years Filed as: THE HILB GROUP OF NEW ENGLAND LLC Service code 13 | Contract Administrator | $1,540 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,951 | $52,293-65.7% | $178,490-89.9% | $73,409-75.5% |
| Participation rate | 60.5% | 65.3%-4.8pp | 81.9%-21.4pp | 72.2%-11.7pp |
| Annual return | 15.07% | 34.75%-19.7pp | 151.07%-136.0pp | 59.29%-44.2pp |
| Employer contribution / active EE | $181 | $1,735-89.6% | $5,011-96.4% | $2,234-91.9% |
| Participant deferral / active EE | $1,079 | $2,332-53.7% | $5,202-79.3% | $3,805-71.7% |
| Admin fee / account holder | $166 | $127+30.4% | $13,984-98.8% | $158+5.2% |