Filed June 13, 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 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 |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC6+ years Service code 55 · EIN 93-0987232 | Other Commissions | $36,233 |
CROSKEY LANNI, PC5 years Service code 16 · EIN 38-2777985 | Consulting | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $92,155 | $78,419+17.5% | $133,956-31.2% | $73,409+25.5% |
| Participation rate | 60.3% | 78.6%-18.3pp | 79.8%-19.5pp | 72.2%-11.9pp |
| Annual return | 18.53% | 33.35%-14.8pp | 45.09%-26.6pp | 59.29%-40.8pp |
| Employer contribution / active EE | $466 | $2,044-77.2% | $3,919-88.1% | $2,234-79.1% |
| Participant deferral / active EE | $3,635 | $3,925-7.4% | $5,048-28.0% | $3,805-4.5% |
| Admin fee / account holder | $50 | $161-69.2% | $8,927-99.4% | $158-68.5% |