Filed August 7, 2017
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
ADVISORNET FINANCIAL1 year Service code 13 110 CHESHIRE LANE SUITE 200 · MINNETONKA, MN 55305 | Contract Administrator | $47,707 |
PAYCHEX, INC.1 year Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $20,948 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $6,795 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,212 | $89,282+11.1% | $94,646+4.8% | $74,419+33.3% |
| Participation rate | 94.3% | 82.4%+11.8pp | 80.8%+13.4pp | 70.7%+23.5pp |
| Annual return | 12.99% | 25.96%-13.0pp | 156.71%-143.7pp | 34.38%-21.4pp |
| Employer contribution / active EE | $2,772 | $3,022-8.3% | $3,672-24.5% | $2,637+5.1% |
| Participant deferral / active EE | $7,715 | $8,425-8.4% | $7,418+4.0% | $4,528+70.4% |
| Admin fee / account holder | $254 | $219+15.9% | $7,231-96.5% | $348-27.1% |