Filed February 25, 2016 (most recent of 2 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 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 |
|---|---|---|
SECURITIES AMERICA INC5+ years Filed as: BB&T SECURITIES LLC Service code 27 901 E BYRD ST · RICHMOND, NC 23219 | Advisory (Plan) | $9,190 |
QRPS, INC.5+ years Filed as: QRPS, INC Service code 13 2724 DISCOVERY DR SUITE 100 · RALEIGH, NC 27616 | Contract Administrator | $3,921 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,229 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VALLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $28,964 | $62,928-54.0% | $172,739-83.2% | $67,579-57.1% |
| Participation rate | 18.1% | 64.5%-46.4pp | 82.6%-64.6pp | 71.3%-53.2pp |
| Annual return | 22.69% | 30.36%-7.7pp | 802.84%-780.2pp | 378.56%-355.9pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $984 | $2,145-54.1% | $5,198-81.1% | $3,539-72.2% |
| Admin fee / account holder | $44 | $167-73.8% | $13,954-99.7% | $142-69.3% |