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 INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $29,987 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,738 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,884 |
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 | $104,880 | $51,447+103.9% | $104,607+0.3% | $73,409+42.9% |
| Participation rate | 59.8% | 68.2%-8.4pp | 74.1%-14.2pp | 72.2%-12.3pp |
| Annual return | 21.26% | 25.06%-3.8pp | 340.46%-319.2pp | 59.29%-38.0pp |
| Employer contribution / active EE | $1,443 | $1,441+0.1% | $2,681-46.2% | $2,234-35.4% |
| Participant deferral / active EE | $5,331 | $3,058+74.3% | $3,740+42.5% | $3,805+40.1% |
| Admin fee / account holder | $51 | $122-58.5% | $6,473-99.2% | $158-68.0% |