Filed September 24, 2015
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 7-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 |
|---|---|---|
CONTAINER GRAPHICS CORP3+ years Service code 10 · EIN 34-0868051 | Accounting | $15,600 |
CENSEO ADVISORS3+ years Service code 34 680 VILLAGE TRACE NE · MARIETTA, GA 30067 | Valuation (appraisals, etc.) | $11,000 |
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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,100 | $59,186-13.7% | $76,768-33.4% | $56,287-9.2% |
| Participation rate | 28.1% | 75.2%-47.1pp | 77.0%-48.8pp | 69.9%-41.7pp |
| Annual return | 15.80% | 6.62%+9.2pp | 2.43%+13.4pp | -9.96%+25.8pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $454 | $489-7.1% | $6,675-93.2% | $521-12.8% |