Filed December 27, 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 |
|---|---|---|
BEMANAGED1+ years Service code 26 · EIN 59-3835428 | Advisory (Participants) | $6,067 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $175 |
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 | $63,993 | $46,360+38.0% | $147,614-56.6% | $52,331+22.3% |
| Participation rate | 98.0% | 64.9%+33.1pp | 84.6%+13.4pp | 68.1%+29.9pp |
| Annual return | 0.07% | 1.62%-1.5pp | 61.98%-61.9pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,980 | $2,126-6.9% | $5,564-64.4% | $1,882+5.2% |
| Participant deferral / active EE | $3,367 | $2,258+49.2% | $4,895-31.2% | $3,022+11.4% |
| Admin fee / account holder | $37 | $766-95.1% | $11,611-99.7% | $592-93.7% |