Filed July 7, 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 13 · EIN 42-0127290 | Contract Administrator | $590,250 |
MERCER2 years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $56,455 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE AND TOUCHE, LLP Service code 10 · EIN 13-3891517 | Accounting | $46,200 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,412 | $140,910-29.5% | $75,972+30.9% | $106,382-6.6% |
| Participation rate | 65.7% | 64.1%+1.6pp | 69.1%-3.4pp | 69.9%-4.2pp |
| Annual return | 13.81% | 16.51%-2.7pp | 359.55%-345.7pp | 17.37%-3.6pp |
| Employer contribution / active EE | $1,827 | $5,354-65.9% | $2,685-31.9% | $3,364-45.7% |
| Participant deferral / active EE | $3,955 | $5,004-21.0% | $4,255-7.1% | $5,569-29.0% |
| Admin fee / account holder | $21 | $117-82.5% | $6,467-99.7% | $79-74.1% |