Filed May 19, 2016 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BPX 600 · BUFFALO, NY 14201 | Recordkeeping | $687 |
Service code 13 · EIN 61-1959547 311 MAIN STREET · IRWIN, PA 15642 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,316 | $136,307-2.9% | $177,821-25.6% | $73,488+80.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 25.10% | 18.68%+6.4pp | 48.32%-23.2pp | 28.51%-3.4pp |
| Employer contribution / active EE | $3,245 | $3,712-12.6% | $5,918-45.2% | $2,270+42.9% |
| Participant deferral / active EE | $8,366 | $5,829+43.5% | $7,714+8.5% | $3,740+123.7% |
| Admin fee / account holder | $550 | $596-7.6% | $12,427-95.6% | $513+7.2% |