Filed January 2, 2018
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 |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC1+ years Service code 15 · EIN 61-1579239 PO BOX 3144 · MOBILE, AL 366523144 | Recordkeeping | $8,067 |
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 | $47,911 | $43,550+10.0% | $63,517-24.6% | $52,331-8.4% |
| Participation rate | 91.3% | 65.7%+25.6pp | 71.0%+20.3pp | 68.1%+23.2pp |
| Annual return | 0.34% | 2.03%-1.7pp | -70.30%+70.6pp | 4.54%-4.2pp |
| Employer contribution / active EE | $3,635 | $1,351+169.0% | $2,322+56.5% | $1,882+93.2% |
| Participant deferral / active EE | $1,587 | $2,254-29.6% | $2,953-46.3% | $3,022-47.5% |
| Admin fee / account holder | $41 | $387-89.5% | $5,892-99.3% | $592-93.1% |