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, LLP5 years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $16,485 |
FEG ADVISORS2 years Service code 28 · EIN 01-0694771 | Investment Management | $5,564 |
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 | $69,512 | $86,897-20.0% | $151,611-54.2% | $64,808+7.3% |
| Participation rate | 43.1% | 87.3%-44.2pp | 87.5%-44.4pp | 71.5%-28.4pp |
| Annual return | -13.64% | -3.57%-10.1pp | 3.33%-17.0pp | 32.82%-46.5pp |
| Employer contribution / active EE | $2,532 | $4,010-36.9% | $6,166-58.9% | $2,506+1.0% |
| Participant deferral / active EE | $3,475 | $6,690-48.1% | $8,363-58.5% | $4,310-19.4% |
| Admin fee / account holder | $42 | $153-72.8% | $11,616-99.6% | $188-77.8% |