Filed January 29, 2018
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 |
|---|---|---|
FID INV INST OPS CO1+ years Service code 37 · EIN 04-2647786 | Loan Processing | $19,018 |
BONADIO & CO., LLP1+ years Service code 10 · EIN 16-1131146 | Accounting | $14,616 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $273,463 | $75,828+260.6% | $147,614+85.3% | $59,632+358.6% |
| Participation rate | 90.7% | 71.6%+19.1pp | 84.6%+6.1pp | 68.7%+22.0pp |
| Annual return | -2.80% | 0.37%-3.2pp | 61.98%-64.8pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $10,792 | $3,485+209.7% | $5,564+94.0% | $2,203+390.0% |
| Participant deferral / active EE | $1,430 | $3,130-54.3% | $4,895-70.8% | $3,192-55.2% |
| Admin fee / account holder | $41 | $5,985-99.3% | $11,611-99.6% | $4,297-99.0% |