Filed August 2, 2018
Total covered: 2 employees
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 | $76,923 |
NBC SECURITIES INC8 years Service code 49 · EIN 63-0923499 | Other Services | $32,896 |
SOUTHERN PENSION SERVICES8 years Service code 13 · EIN 59-3461974 | Contract Administrator | $8,890 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGMENT L Service code 26 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,442 | $93,351-9.5% | $62,929+34.2% | $79,634+6.0% |
| Participation rate | 65.5% | 74.6%-9.1pp | 73.1%-7.6pp | 62.5%+3.0pp |
| Annual return | 10.75% | 14.37%-3.6pp | 1063.93%-1053.2pp | 36.46%-25.7pp |
| Employer contribution / active EE | $2,795 | $3,135-10.8% | $2,505+11.6% | $2,529+10.5% |
| Participant deferral / active EE | $4,454 | $3,921+13.6% | $3,888+14.5% | $3,835+16.2% |
| Admin fee / account holder | $397 | $229+73.3% | $5,065-92.2% | $1,002-60.4% |