Filed February 5, 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 9-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 27 · EIN 47-1411118 | Advisory (Plan) | $33,750 |
Service code 10 · EIN 25-1408703 | Accounting | $24,126 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,671 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,321 | $122,239+57.3% | $184,203+4.4% | $74,495+158.2% |
| Participation rate | 98.2% | 85.5%+12.7pp | 86.8%+11.4pp | 67.2%+31.0pp |
| Annual return | 12.54% | 19.95%-7.4pp | 28.81%-16.3pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $4,180 | $4,537-7.9% | $6,427-35.0% | $2,623+59.3% |
| Participant deferral / active EE | $9,821 | $7,139+37.6% | $9,131+7.6% | $4,346+126.0% |
| Admin fee / account holder | $376 | $1,260-70.2% | $13,901-97.3% | $1,942-80.6% |