Filed December 30, 2014 (most recent of 2 filings on file)
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 13 · EIN 42-0127290 | Contract Administrator | $91,062 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $61,227 |
WIPFLI LLP2 years Service code 10 · EIN 39-0758449 | Accounting | $11,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,447 | $66,528-27.2% | $86,874-44.2% | $86,799-44.2% |
| Participation rate | 65.8% | 72.4%-6.6pp | 71.6%-5.8pp | 72.3%-6.5pp |
| Annual return | 17.67% | 19.56%-1.9pp | 63.52%-45.9pp | 97.91%-80.2pp |
| Employer contribution / active EE | $1,503 | $2,007-25.1% | $2,495-39.8% | $2,405-37.5% |
| Participant deferral / active EE | $2,860 | $3,240-11.7% | $3,699-22.7% | $4,131-30.8% |
| Admin fee / account holder | $226 | $148+52.4% | $5,828-96.1% | $170+33.2% |