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 |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $688,751 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $382,692 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 10 · EIN 52-1868818 | Accounting | $82,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $71,071 | $329,111-78.4% | $171,082-58.5% | $329,111-78.4% |
| Participation rate | 66.9% | 67.9%-1.0pp | 76.7%-9.8pp | 67.9%-1.0pp |
| Annual return | 12.92% | 16.35%-3.4pp | 32.56%-19.6pp | 16.35%-3.4pp |
| Employer contribution / active EE | $1,971 | $2,303-14.4% | $4,002-50.7% | $2,303-14.4% |
| Participant deferral / active EE | $4,824 | $3,682+31.0% | $4,797+0.6% | $3,682+31.0% |
| Admin fee / account holder | $61 | $754-91.9% | $8,520-99.3% | $754-91.9% |