Filed December 11, 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 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 13 · EIN 42-0127290 | Contract Administrator | $56,551 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $86,844 | $99,957-13.1% | $149,696-42.0% | $73,488+18.2% |
| Participation rate | 52.8% | 75.7%-22.9pp | 82.5%-29.6pp | 70.7%-17.8pp |
| Annual return | 43.58% | 53.87%-10.3pp | 276.60%-233.0pp | 28.51%+15.1pp |
| Employer contribution / active EE | $2,008 | $3,191-37.1% | $4,644-56.8% | $2,270-11.5% |
| Participant deferral / active EE | $4,638 | $6,073-23.6% | $6,842-32.2% | $3,740+24.0% |
| Admin fee / account holder | $477 | $551-13.4% | $9,309-94.9% | $513-7.1% |