Filed June 29, 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 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 |
|---|---|---|
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $29,990 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,050 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$57,067 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,674 | $44,734+100.5% | $99,443-9.8% | $67,579+32.7% |
| Participation rate | 63.3% | 66.2%-2.8pp | 73.8%-10.5pp | 71.3%-7.9pp |
| Annual return | 24.39% | 32.45%-8.1pp | 30.72%-6.3pp | 378.56%-354.2pp |
| Employer contribution / active EE | $2,795 | $1,261+121.7% | $2,540+10.1% | $2,148+30.1% |
| Participant deferral / active EE | $5,526 | $2,731+102.4% | $3,619+52.7% | $3,539+56.1% |
| Admin fee / account holder | -$38 | $120-131.5% | $6,250-100.6% | $142-126.5% |