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.3+ years Service code 27 · EIN 62-1254528 | Advisory (Plan) | $29,832 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $16,900 |
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 | $37,006 | $75,284-50.8% | $91,001-59.3% | $69,631-46.9% |
| Participation rate | 56.7% | 80.4%-23.7pp | 75.6%-18.9pp | 70.7%-14.0pp |
| Annual return | 19.24% | 48.40%-29.2pp | 4.60%+14.6pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $1,614 | $2,473-34.7% | $2,456-34.3% | $2,032-20.6% |
| Participant deferral / active EE | $3,426 | $3,700-7.4% | $3,547-3.4% | $3,224+6.3% |
| Admin fee / account holder | $235 | $111+112.4% | $5,417-95.7% | $110+112.7% |