Filed April 19, 2016
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 30-0219031 | Recordkeeping | $68,541 |
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 | $69,442 | $88,083-21.2% | $164,813-57.9% | $74,495-6.8% |
| Participation rate | 96.5% | 73.0%+23.5pp | 78.6%+17.9pp | 67.2%+29.3pp |
| Annual return | 14.34% | 17.26%-2.9pp | 69.93%-55.6pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $3,003 | $2,593+15.8% | $4,341-30.8% | $2,623+14.5% |
| Participant deferral / active EE | $5,289 | $4,498+17.6% | $6,031-12.3% | $4,346+21.7% |
| Admin fee / account holder | $280 | $2,234-87.5% | $12,690-97.8% | $1,942-85.6% |