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 | $91,466 |
PARK AVENUE SECURITIES LLC4 years Filed as: PARK AVENUE SECURITIES Service code 49 · EIN 13-4023176 | Other Services | $30,153 |
Filed as: NORTHEAST PROFESSIONAL PLANNING GRO Service code 49 · EIN 22-3349752 | Other Services | $4,304 |
MORNINGSTAR2 years 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.
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 | $81,880 | $67,984+20.4% | $65,493+25.0% | $74,304+10.2% |
| Participation rate | 95.3% | 66.3%+29.0pp | 73.1%+22.2pp | 60.3%+35.0pp |
| Annual return | 10.38% | 19.87%-9.5pp | 982.45%-972.1pp | 29.43%-19.0pp |
| Employer contribution / active EE | $6,154 | $2,491+147.0% | $2,574+139.0% | $2,241+174.6% |
| Participant deferral / active EE | $4,050 | $3,346+21.0% | $3,961+2.2% | $3,767+7.5% |
| Admin fee / account holder | $453 | $1,373-67.0% | $5,028-91.0% | $2,969-84.7% |