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 |
|---|---|---|
BEMANAGED3+ years Service code 16 · EIN 59-3835428 | Consulting | $6,748 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $250 |
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 | $86,481 | $55,453+56.0% | $170,442-49.3% | $62,292+38.8% |
| Participation rate | 95.6% | 66.4%+29.2pp | 83.6%+12.0pp | 69.5%+26.1pp |
| Annual return | 15.43% | 21.38%-6.0pp | 205.93%-190.5pp | 28.90%-13.5pp |
| Employer contribution / active EE | $2,527 | $2,164+16.8% | $5,433-53.5% | $2,042+23.7% |
| Participant deferral / active EE | $4,086 | $2,303+77.4% | $4,939-17.3% | $3,169+28.9% |
| Admin fee / account holder | $43 | $455-90.6% | $13,880-99.7% | $479-91.1% |