Filed December 7, 2016 (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 6-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 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $12,746 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,776 | $80,160-90.3% | - | $80,160-90.3% |
| Participation rate | 95.7% | 72.9%+22.7pp | - | 72.9%+22.7pp |
| Annual return | 17.41% | 40.38%-23.0pp | - | 40.38%-23.0pp |
| Employer contribution / active EE | $617 | $2,978-79.3% | - | $2,978-79.3% |
| Participant deferral / active EE | $955 | $5,017-81.0% | - | $5,017-81.0% |
| Admin fee / account holder | $6 | $145-95.9% | - | $145-95.9% |