Filed December 27, 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 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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $214,739 |
ACTUARIAL BENEFITS CORP8 years Service code 16 · EIN 20-1054428 | Consulting | $90,500 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $1,000 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,315 | $2,679,533-97.6% | $164,866-61.6% | $199,768-68.3% |
| Participation rate | 94.4% | 78.3%+16.1pp | 78.6%+15.8pp | 72.0%+22.4pp |
| Annual return | 12.57% | 17.93%-5.4pp | 69.97%-57.4pp | 34.26%-21.7pp |
| Employer contribution / active EE | $2,598 | $2,970-12.5% | $4,343-40.2% | $3,037-14.4% |
| Participant deferral / active EE | $6,533 | $5,010+30.4% | $6,033+8.3% | $5,090+28.4% |
| Admin fee / account holder | $75 | $1,982-96.2% | $12,689-99.4% | $269-72.3% |