Filed November 9, 2017
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 |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 · EIN 06-1504963 | Contract Administrator | $20,086 |
WOODBURY FINANCIAL SERVICES2+ years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 55 | Other Commissions | $15,721 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,246 |
WOODBURY FINANCIAL SERVICES2+ years Service code 55 P.O. BOX 64284 · ST. PAUL, MN 55164 | Other Commissions | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,661 | $68,408-47.9% | $57,179-37.6% | $57,658-38.2% |
| Participation rate | 74.6% | 79.1%-4.5pp | 75.3%-0.7pp | 70.2%+4.4pp |
| Annual return | 8.29% | 8.51%-0.2pp | 14.59%-6.3pp | 5.13%+3.2pp |
| Employer contribution / active EE | $884 | $2,869-69.2% | $2,682-67.0% | $1,974-55.2% |
| Participant deferral / active EE | $3,144 | $2,903+8.3% | $3,096+1.6% | $3,061+2.7% |
| Admin fee / account holder | $11 | $70-83.7% | $3,139-99.6% | $95-88.0% |