Filed April 10, 2017
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 | $11,790 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,657 | $61,272-85.9% | $149,673-94.2% | $71,457-87.9% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 9.40% | 35.85%-26.4pp | 134.42%-125.0pp | 28.85%-19.4pp |
| Employer contribution / active EE | $648 | $2,378-72.8% | $4,818-86.6% | $2,588-75.0% |
| Participant deferral / active EE | $1,587 | $2,917-45.6% | $5,680-72.1% | $4,289-63.0% |
| Admin fee / account holder | $45 | $1,261-96.5% | $13,210-99.7% | $1,587-97.2% |