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, LLP2+ years Filed as: BKD Service code 10 · EIN 44-0160260 | Accounting | $12,326 |
Service code 36 | Shareholder servicing fees; Distribut... | $2,554 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 36 · EIN 35-0145825 | Investment management fees paid indir... | $545 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,855 | $71,802-34.7% | $133,980-65.0% | $57,658-18.7% |
| Participation rate | 49.0% | 85.5%-36.4pp | 87.1%-38.0pp | 70.2%-21.2pp |
| Annual return | 6.92% | 13.51%-6.6pp | 29.30%-22.4pp | 5.13%+1.8pp |
| Employer contribution / active EE | $952 | $3,161-69.9% | $5,211-81.7% | $1,974-51.8% |
| Participant deferral / active EE | $726 | $4,606-84.2% | $6,282-88.4% | $3,061-76.3% |
| Admin fee / account holder | $1 | $88-98.9% | $9,324-100.0% | $95-99.0% |