Filed February 10, 2015 (most recent of 3 filings on file)
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 |
|---|---|---|
FORVIS MAZARS, LLP2 years Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 | Accounting | $19,500 |
Service code 11 · EIN 53-0181291 | Actuarial | $12,000 |
FEG ADVISORS4 years Service code 28 · EIN 01-0694771 | Investment Management | $5,984 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,283 | $129,021-17.6% | $184,203-42.3% | $77,643+36.9% |
| Participation rate | 38.3% | 87.3%-49.0pp | 86.8%-48.5pp | 70.6%-32.2pp |
| Annual return | 13.75% | 33.27%-19.5pp | 28.81%-15.1pp | 31.24%-17.5pp |
| Employer contribution / active EE | $2,735 | $4,413-38.0% | $6,427-57.5% | $2,726+0.3% |
| Participant deferral / active EE | $3,837 | $7,297-47.4% | $9,131-58.0% | $4,647-17.4% |
| Admin fee / account holder | $69 | $254-73.0% | $13,901-99.5% | $430-84.1% |