Filed May 31, 2017
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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $27,066 |
ADVISORNET FINANCIAL4+ years Filed as: ADVISORNET FINANCIAL INC Service code 27 701 4TH AVE S STE 1500 · MINNEAPOLIS, MN 554151657 | Advisory (Plan) | $25,000 |
COPELAND BUHL & COMPANY PLLP4+ years Service code 10 800 EAST WAYZATA BLVD · WAYZATA, MN 55391 | Accounting | $10,200 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,594 | $64,311-63.3% | $110,238-78.6% | $75,289-68.7% |
| Participation rate | 86.5% | 79.3%+7.2pp | 79.8%+6.7pp | 72.4%+14.0pp |
| Annual return | -3.65% | -1.74%-1.9pp | 314.74%-318.4pp | -0.04%-3.6pp |
| Employer contribution / active EE | $559 | $2,404-76.7% | $3,826-85.4% | $2,405-76.7% |
| Participant deferral / active EE | $3,457 | $3,892-11.2% | $4,672-26.0% | $3,739-7.5% |
| Admin fee / account holder | $32 | $88-63.1% | $8,547-99.6% | $102-68.4% |