Filed February 15, 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 |
|---|---|---|
Service code 13 · EIN 46-0127290 | Contract Administrator | $65,724 |
Filed as: PARK AVENUE SECURITIES Service code 49 · EIN 13-4023176 | Other Services | $22,561 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,036 | $60,989+9.9% | $60,874+10.1% | $66,914+0.2% |
| Participation rate | 91.2% | 74.5%+16.7pp | 73.1%+18.1pp | 69.8%+21.4pp |
| Annual return | -12.71% | -9.60%-3.1pp | 16.90%-29.6pp | 1.58%-14.3pp |
| Employer contribution / active EE | $7,600 | $2,661+185.6% | $2,701+181.3% | $2,544+198.7% |
| Participant deferral / active EE | $2,473 | $3,615-31.6% | $3,817-35.2% | $4,237-41.6% |
| Admin fee / account holder | $432 | $338+27.8% | $3,224-86.6% | $593-27.1% |