Filed January 16, 2024
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 |
|---|---|---|
APW CAPITAL INC1 year Service code 55 100 ENTERPRISE DR STE 504 · ROCKAWAY, NJ 07866 | Other Commissions | $38,733 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,275 |
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 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 | $69,412 | $65,223+6.4% | $80,019-13.3% | $55,725+24.6% |
| Participation rate | 57.7% | 80.6%-22.9pp | 75.8%-18.2pp | 70.9%-13.2pp |
| Annual return | 11.49% | 7.59%+3.9pp | 11.22%+0.3pp | 244.93%-233.4pp |
| Employer contribution / active EE | $617 | $2,544-75.7% | $2,468-75.0% | $2,078-70.3% |
| Participant deferral / active EE | $1,866 | $3,881-51.9% | $3,686-49.4% | $3,356-44.4% |
| Admin fee / account holder | $7 | $114-93.8% | $6,521-99.9% | $115-93.9% |