Filed December 29, 2016
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 06-1050034 | Contract Administrator | $36,626 |
Filed as: CAMBIDGE INVESTMENT RESARCH A Service code 27 · EIN 42-1445429 | Advisory (Plan) | $24,495 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $90,006 | $66,124+36.1% | $90,404-0.4% | $73,488+22.5% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 12.33% | 17.65%-5.3pp | 1293.02%-1280.7pp | 28.51%-16.2pp |
| Employer contribution / active EE | $1,550 | $2,346-33.9% | $3,262-52.5% | $2,270-31.7% |
| Participant deferral / active EE | $3,469 | $3,039+14.1% | $3,963-12.5% | $3,740-7.2% |
| Admin fee / account holder | $387 | $396-2.2% | $5,611-93.1% | $513-24.5% |