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 |
|---|---|---|
BKD, LLP1+ years Filed as: BKD Service code 10 · EIN 44-0160260 | Accounting | $16,325 |
Service code 36 | Participant communication; Sub-transf... | $619 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 36 · EIN 35-0145825 | Sub-transfer agency fees; Shareholder... | $376 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,599 | $68,413-34.8% | $123,104-63.8% | $55,191-19.2% |
| Participation rate | 66.6% | 84.5%-17.9pp | 86.8%-20.2pp | 69.2%-2.6pp |
| Annual return | 1.07% | 6.30%-5.2pp | 13.22%-12.1pp | 10.78%-9.7pp |
| Employer contribution / active EE | $1,220 | $3,050-60.0% | $5,151-76.3% | $1,899-35.8% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,230-100.0% | $3,046-100.0% |
| Admin fee / account holder | $1 | $88-99.3% | $9,015-100.0% | $91-99.3% |