Filed September 6, 2018 (most recent of 3 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 8-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 | $313,787 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $62,211 | $55,785+11.5% | $96,562-35.6% | $106,520-41.6% |
| Participation rate | 26.7% | 53.4%-26.7pp | 69.8%-43.2pp | 71.3%-44.7pp |
| Annual return | 14.28% | 17.66%-3.4pp | 37.78%-23.5pp | 19.28%-5.0pp |
| Employer contribution / active EE | $162 | $1,042-84.5% | $2,356-93.1% | $2,840-94.3% |
| Participant deferral / active EE | $918 | $1,782-48.5% | $3,849-76.1% | $4,948-81.4% |
| Admin fee / account holder | $0 | $59-100.0% | $6,181-100.0% | $75-100.0% |