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 CORP4+ years Service code 10 · EIN 34-0868051 | Accounting | $15,600 |
CENSEO ADVISORS4+ years Service code 34 680 VILLAGE TRACE NE · MARIETTA, GA 30067 | Valuation (appraisals, etc.) | $11,000 |
Filed as: BATCHELOR, TILLERY & ROBERTS, LLP Service code 10 · EIN 56-1750124 | Accounting | $5,320 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,501 | $65,376-28.9% | $87,100-46.6% | $65,185-28.7% |
| Participation rate | 27.5% | 75.3%-47.8pp | 76.9%-49.4pp | 70.2%-42.7pp |
| Annual return | -0.15% | 31.27%-31.4pp | 28.19%-28.3pp | 29.38%-29.5pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $498 | $520-4.1% | $7,497-93.4% | $847-41.2% |