Filed December 9, 2014
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 9-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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS INC. Service code 16 · EIN 43-1685158 | Consulting | $23,170 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,151 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS INC Service code 16 · EIN 43-1685158 | Consulting | $7,674 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,284 | $69,305-57.7% | $82,313-64.4% | $69,631-57.9% |
| Participation rate | 62.4% | 80.3%-17.9pp | 76.9%-14.5pp | 70.7%-8.3pp |
| Annual return | 11.19% | 21.47%-10.3pp | 25.88%-14.7pp | 27571.02%-27559.8pp |
| Employer contribution / active EE | $944 | $1,887-49.9% | $2,428-61.1% | $2,032-53.5% |
| Participant deferral / active EE | $1,542 | $3,568-56.8% | $3,706-58.4% | $3,224-52.2% |
| Admin fee / account holder | $194 | $97+99.9% | $5,608-96.5% | $110+75.9% |