Filed December 24, 2019
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 | $74,137 |
PALMIERI & EISENBERG2 years Service code 27 · EIN 22-3243326 | Advisory (Plan) | $47,842 |
AMERICAN FUNDS9+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 37-6572947 | Advisory (Plan) | $19,587 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 27 · EIN 39-0859910 | Advisory (Plan) | $4,700 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,191 | $50,127+26.1% | $149,673-57.8% | $80,160-21.2% |
| Participation rate | 47.8% | 64.3%-16.4pp | 78.8%-30.9pp | 72.9%-25.1pp |
| Annual return | 13.76% | 29.82%-16.1pp | 134.42%-120.7pp | 40.38%-26.6pp |
| Employer contribution / active EE | $809 | $1,865-56.6% | $4,818-83.2% | $2,978-72.8% |
| Participant deferral / active EE | $2,623 | $3,194-17.9% | $5,680-53.8% | $5,017-47.7% |
| Admin fee / account holder | $124 | $153-18.5% | $13,210-99.1% | $145-14.2% |