Filed May 17, 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 4-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 13 · EIN 42-0127290 | Contract Administrator | $3,080 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,862 | $59,186-64.8% | $76,768-72.8% | $56,287-62.9% |
| Participation rate | 78.3% | 75.2%+3.1pp | 77.0%+1.4pp | 69.9%+8.5pp |
| Annual return | 13.41% | 6.62%+6.8pp | 2.43%+11.0pp | -9.96%+23.4pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,342 | $3,255+2.7% | $3,852-13.2% | $3,350-0.2% |
| Admin fee / account holder | $29 | $489-94.1% | $6,675-99.6% | $521-94.4% |