Filed October 5, 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 55 · EIN 59-2937883 | Other Commissions | $20,026 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,281 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $75,337 | $102,553-26.5% | $151,611-50.3% | $66,914+12.6% |
| Participation rate | 66.2% | 85.5%-19.3pp | 87.5%-21.3pp | 69.8%-3.6pp |
| Annual return | -16.31% | -10.82%-5.5pp | 3.33%-19.6pp | 1.58%-17.9pp |
| Employer contribution / active EE | $2,309 | $4,180-44.8% | $6,166-62.6% | $2,544-9.2% |
| Participant deferral / active EE | $3,062 | $6,641-53.9% | $8,363-63.4% | $4,237-27.7% |
| Admin fee / account holder | $12 | $630-98.1% | $11,616-99.9% | $593-98.0% |