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 |
|---|---|---|
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 10319 DAWSONS CREEK BLVD · FORT WAYNE, IN 46825 | Contract Administrator | $2,229 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $562 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $300 |
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 | $33,082 | $38,365-13.8% | $84,611-60.9% | $65,185-49.2% |
| Participation rate | 19.4% | 55.7%-36.3pp | 68.2%-48.9pp | 70.2%-50.8pp |
| Annual return | 21.04% | 32.00%-11.0pp | 258.74%-237.7pp | 29.38%-8.3pp |
| Employer contribution / active EE | $566 | $1,258-55.0% | $2,652-78.7% | $2,177-74.0% |
| Participant deferral / active EE | $1,150 | $2,278-49.5% | $3,899-70.5% | $3,514-67.3% |
| Admin fee / account holder | $39 | $451-91.3% | $4,912-99.2% | $847-95.3% |