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 42-0127290 | Contract Administrator | $75,582 |
PARK AVENUE SECURITIES LLC3 years Filed as: PARK AVENUE SECURITIES Service code 49 · EIN 13-4023176 | Other Services | $24,436 |
Service code 49 · EIN 22-3349752 | Other Services | $3,491 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $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.)
Annual investment return 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 | $74,542 | $69,763+6.8% | $67,502+10.4% | $74,495+0.1% |
| Participation rate | 95.9% | 71.4%+24.6pp | 72.9%+23.0pp | 67.2%+28.7pp |
| Annual return | 10.15% | -40.34%+50.5pp | 3512.12%-3502.0pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $7,956 | $2,704+194.2% | $2,731+191.3% | $2,623+203.3% |
| Participant deferral / active EE | $3,442 | $3,636-5.3% | $4,000-14.0% | $4,346-20.8% |
| Admin fee / account holder | $394 | $896-56.1% | $3,998-90.2% | $1,942-79.7% |