Filed June 17, 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 42-0127290 | Contract Administrator | $9,719 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $6,293 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,652 | $23,385+1.1% | $69,182-65.8% | $57,658-59.0% |
| Participation rate | 38.3% | 37.9%+0.4pp | 55.1%-16.8pp | 70.2%-31.9pp |
| Annual return | 59.32% | -659.34%+718.7pp | -21.93%+81.3pp | 5.13%+54.2pp |
| Employer contribution / active EE | $304 | $422-28.1% | $1,206-74.8% | $1,974-84.6% |
| Participant deferral / active EE | $1,526 | $843+81.1% | $1,897-19.5% | $3,061-50.1% |
| Admin fee / account holder | $52 | $82-37.0% | $2,697-98.1% | $95-45.3% |