Filed September 12, 2019 (most recent of 2 filings on file)
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 |
|---|---|---|
THE BENEFIT PRACTICE1 year Service code 13 1055 WASHINGTON BLVD.SUITE 610 · STAMFORD, CT 069012218 | Contract Administrator | $1,475 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $48,960 | $57,976-15.6% | $62,995-22.3% | $62,292-21.4% |
| Participation rate | 68.9% | 75.9%-7.0pp | 74.8%-5.9pp | 69.5%-0.6pp |
| Annual return | 9.88% | 17.54%-7.7pp | 87.57%-77.7pp | 28.90%-19.0pp |
| Employer contribution / active EE | $3,116 | $2,415+29.0% | $2,759+12.9% | $2,042+52.6% |
| Participant deferral / active EE | $4,203 | $2,956+42.2% | $3,329+26.2% | $3,169+32.6% |
| Admin fee / account holder | $13 | $276-95.4% | $3,600-99.6% | $479-97.4% |