Filed November 14, 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 27 · EIN 47-1411118 | Advisory (Plan) | $50,474 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,699 |
GOLDLEAF PARTNERS5 years Filed as: GOLDLEAF PARTNERS SERVICES INC Service code 13 | Contract Administrator | $6,619 |
GOLDLEAF PARTNERS4 years Filed as: GOLDLEAF PARTNERS SERVICES, INC. Service code 13 · EIN 45-0514557 | Contract Administrator | $1,690 |
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 | $58,987 | $41,647+41.6% | $96,139-38.6% | $86,799-32.0% |
| Participation rate | 76.5% | 50.2%+26.3pp | 68.4%+8.1pp | 72.3%+4.3pp |
| Annual return | 32.79% | 27.24%+5.5pp | 191.94%-159.2pp | 97.91%-65.1pp |
| Employer contribution / active EE | $1,974 | $1,318+49.8% | $2,797-29.4% | $2,405-17.9% |
| Participant deferral / active EE | $3,193 | $2,412+32.3% | $4,349-26.6% | $4,131-22.7% |
| Admin fee / account holder | $295 | $169+74.3% | $5,537-94.7% | $170+74.2% |