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 | $181,760 |
MERCER1 year Service code 27 · EIN 13-2834414 | Advisory (Plan) | $54,207 |
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 | $86,817 | $99,062-12.4% | $177,989-51.2% | $99,062-12.4% |
| Participation rate | 57.6% | 71.6%-14.0pp | 77.1%-19.4pp | 71.6%-14.0pp |
| Annual return | 17.50% | 17.66%-0.2pp | 294.48%-277.0pp | 17.66%-0.2pp |
| Employer contribution / active EE | $1,643 | $3,262-49.6% | $3,949-58.4% | $3,262-49.6% |
| Participant deferral / active EE | $3,857 | $5,331-27.7% | $6,276-38.6% | $5,331-27.7% |
| Admin fee / account holder | $35 | $109-68.1% | $10,363-99.7% | $109-68.1% |