Filed July 15, 2016
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: HORIZON WEALTH MANAGEMENT LLC Service code 27 22 CALENDAR CT 2ND FL · LA GRANGE, IL 60525 | Advisory (Plan) | $8,700 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,148 |
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 | $71,081 | $44,473+59.8% | $76,523-7.1% | $55,725+27.6% |
| Participation rate | 10.7% | 51.0%-40.3pp | 68.0%-57.3pp | 70.9%-60.2pp |
| Annual return | -2.52% | -2.01%-0.5pp | -0.27%-2.2pp | 244.93%-247.4pp |
| Employer contribution / active EE | $305 | $1,101-72.3% | $2,647-88.5% | $2,078-85.3% |
| Participant deferral / active EE | $543 | $1,988-72.7% | $3,835-85.8% | $3,356-83.8% |
| Admin fee / account holder | $131 | $134-2.1% | $4,848-97.3% | $115+14.0% |