Filed June 28, 2018 (most recent of 10 filings on file)
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 13 · EIN 42-0127290 | Contract Administrator | $84,362 |
See 1 actuary disclosure. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $505,629-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 39.0%-39.0pp | 2.1%-2.1pp |
| Annual return | -1.05% | 9.14%-10.2pp | 8.40%-9.5pp | 9.14%-10.2pp |
| Employer contribution / active EE | $81,731 | $19,963+309.4% | $39,312+107.9% | $19,963+309.4% |
| Participant deferral / active EE | $0 | $919-100.0% | $131-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $38,466-100.0% | $200-100.0% |