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 | $47,131 |
Filed as: CAMBRIDGE INVESTEMENT RESEARCH ADVI Service code 27 · EIN 20-1665305 | Advisory (Plan) | $10,084 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,139 | $58,264+49.6% | $86,612+0.6% | $71,457+21.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 12.69% | 21.63%-8.9pp | 591.07%-578.4pp | 28.85%-16.2pp |
| Employer contribution / active EE | $1,838 | $2,574-28.6% | $3,022-39.2% | $2,588-29.0% |
| Participant deferral / active EE | $4,184 | $3,436+21.8% | $4,438-5.7% | $4,289-2.4% |
| Admin fee / account holder | $374 | $1,057-64.6% | $5,614-93.3% | $1,587-76.4% |