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 ADVISORS4+ 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 | $26,126 | $62,928-58.5% | $172,739-84.9% | $67,579-61.3% |
| Participation rate | 47.8% | 64.5%-16.7pp | 82.6%-34.8pp | 71.3%-23.5pp |
| Annual return | 20.78% | 30.36%-9.6pp | 802.84%-782.1pp | 378.56%-357.8pp |
| Employer contribution / active EE | $529 | $1,636-67.7% | $5,143-89.7% | $2,148-75.4% |
| Participant deferral / active EE | $1,174 | $2,145-45.3% | $5,198-77.4% | $3,539-66.8% |
| Admin fee / account holder | $137 | $167-18.0% | $13,954-99.0% | $142-3.9% |