Filed March 1, 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 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $13,853 |
TG BENEFITS, INC.1 year Filed as: TG BENEFITS INC. Service code 13 | Contract Administrator | $8,905 |
TG BENEFITS, INC.1 year Filed as: TG BENEFITS, INC Service code 13 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $2,100 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $404 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,693 | $40,174-21.1% | $84,015-62.3% | $67,579-53.1% |
| Participation rate | 85.0% | 62.7%+22.3pp | 69.0%+16.0pp | 71.3%+13.7pp |
| Annual return | 37.14% | 25.82%+11.3pp | 71.31%-34.2pp | 378.56%-341.4pp |
| Employer contribution / active EE | $1,438 | $808+78.1% | $1,983-27.5% | $2,148-33.0% |
| Participant deferral / active EE | $4,212 | $2,301+83.1% | $3,239+30.1% | $3,539+19.0% |
| Admin fee / account holder | $87 | $128-32.5% | $6,101-98.6% | $142-39.2% |