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 |
|---|---|---|
ADVISORNET FINANCIAL6+ 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 PLLP6+ years Service code 10 800 EAST WAYZATA BLVD · WAYZATA, MN 55391 | Accounting | $10,400 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
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.
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 | $37,956 | $82,783-54.2% | $133,956-71.7% | $90,288-58.0% |
| Participation rate | 97.9% | 81.3%+16.6pp | 79.8%+18.0pp | 73.4%+24.5pp |
| Annual return | 18.51% | 21.89%-3.4pp | 45.09%-26.6pp | 53.97%-35.5pp |
| Employer contribution / active EE | $440 | $2,388-81.6% | $3,919-88.8% | $2,524-82.6% |
| Participant deferral / active EE | $4,552 | $4,291+6.1% | $5,048-9.8% | $4,232+7.5% |
| Admin fee / account holder | $19 | $93-80.0% | $8,927-99.8% | $114-83.7% |