Filed February 16, 2017
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 8-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 |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $82,849 |
PLAN MEMBER SECURITIES CORP8+ years Service code 27 · EIN 95-3706234 | Advisory (Plan) | $32,586 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $15,962 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,312 | $106,028-81.8% | $146,958-86.9% | $77,643-75.1% |
| Participation rate | 71.1% | 78.4%-7.3pp | 82.2%-11.1pp | 70.6%+0.5pp |
| Annual return | 13.00% | 56.73%-43.7pp | 418.34%-405.3pp | 31.24%-18.2pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,822 | $7,990-27.1% | $8,070-27.9% | $4,647+25.3% |
| Admin fee / account holder | $215 | $337-36.2% | $12,998-98.3% | $430-50.0% |