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) | $26,874 |
TG BENEFITS, INC.2 years Filed as: TG BENEFITS INC. Service code 13 | Contract Administrator | $7,571 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,823 |
TG BENEFITS, INC.2 years Filed as: TG BENEFITS, INC Service code 13 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $1,625 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,790 | $64,286-36.5% | $90,951-55.2% | $73,409-44.4% |
| Participation rate | 84.7% | 63.6%+21.1pp | 69.0%+15.7pp | 72.2%+12.5pp |
| Annual return | 18.46% | 21.45%-3.0pp | 134.60%-116.1pp | 59.29%-40.8pp |
| Employer contribution / active EE | $1,707 | $895+90.9% | $2,122-19.5% | $2,234-23.6% |
| Participant deferral / active EE | $4,825 | $2,453+96.7% | $3,373+43.1% | $3,805+26.8% |
| Admin fee / account holder | $12 | $287-95.7% | $5,959-99.8% | $158-92.2% |