Filed April 4, 2018
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 |
|---|---|---|
INR ADVISORS3+ years Service code 27 · EIN 23-2692804 115 W STATE STREET · MEDIA, PA 19063 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,363 | $37,196-37.2% | $154,107-84.8% | $55,725-58.1% |
| Participation rate | 44.5% | 64.1%-19.6pp | 83.0%-38.5pp | 70.9%-26.3pp |
| Annual return | -3.28% | 1319.68%-1323.0pp | 735.12%-738.4pp | 244.93%-248.2pp |
| Employer contribution / active EE | $534 | $1,614-66.9% | $5,298-89.9% | $2,078-74.3% |
| Participant deferral / active EE | $1,101 | $2,068-46.8% | $5,081-78.3% | $3,356-67.2% |
| Admin fee / account holder | $163 | $102+60.7% | $13,411-98.8% | $115+41.7% |