Filed April 29, 2020
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 |
|---|---|---|
FTB ADVISORS, INC.2+ years Service code 27 · EIN 62-1254528 | Advisory (Plan) | $25,844 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $15,262 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,861 | $56,629-47.3% | $77,999-61.7% | $55,167-45.9% |
| Participation rate | 56.9% | 73.3%-16.4pp | 75.5%-18.6pp | 69.0%-12.1pp |
| Annual return | 6.80% | 2866.98%-2860.2pp | 425.96%-419.2pp | 169.23%-162.4pp |
| Employer contribution / active EE | $1,736 | $1,723+0.8% | $2,470-29.7% | $1,963-11.5% |
| Participant deferral / active EE | $3,939 | $2,777+41.9% | $3,497+12.7% | $3,054+29.0% |
| Admin fee / account holder | $236 | $467-49.4% | $5,480-95.7% | $504-53.1% |