Filed May 6, 2019
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 10 · EIN 62-1700796 | Accounting | $21,372 |
EXPERTPLAN, INC.1+ years Service code 12 · EIN 52-2269494 | Direct payment from the plan; Claims ... | $1,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,264 | $45,283-46.4% | $155,790-84.4% | $52,331-53.6% |
| Participation rate | 66.7% | 62.2%+4.5pp | 76.1%-9.4pp | 68.1%-1.4pp |
| Annual return | -2.16% | 1.80%-4.0pp | 71.54%-73.7pp | 4.54%-6.7pp |
| Employer contribution / active EE | $1,190 | $1,329-10.4% | $3,836-69.0% | $1,882-36.7% |
| Participant deferral / active EE | $1,735 | $2,854-39.2% | $4,797-63.8% | $3,022-42.6% |
| Admin fee / account holder | $124 | $981-87.4% | $7,478-98.3% | $592-79.1% |