Filed March 10, 2015
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 |
|---|---|---|
FULTON FINANCIAL ADVISORS3 years Service code 15 · EIN 23-1928421 | Recordkeeping | $23,029 |
SIMON LEVER LLC1 year Filed as: SIMON LEVER Service code 10 · EIN 23-1692578 | Accounting | $9,400 |
Employer contribution per participant 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 | $26,695 | $59,186-54.9% | $76,768-65.2% | $56,287-52.6% |
| Participation rate | 86.9% | 75.2%+11.7pp | 77.0%+10.0pp | 69.9%+17.1pp |
| Annual return | -6.65% | 6.62%-13.3pp | 2.43%-9.1pp | -9.96%+3.3pp |
| Employer contribution / active EE | $299 | $1,759-83.0% | $2,485-88.0% | $2,111-85.8% |
| Participant deferral / active EE | $1,933 | $3,255-40.6% | $3,852-49.8% | $3,350-42.3% |
| Admin fee / account holder | $251 | $489-48.6% | $6,675-96.2% | $521-51.7% |