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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $39,831 |
NFP RETIREMENT INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $29,981 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,658 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,161 | $42,901+51.9% | $91,220-28.6% | $64,808+0.5% |
| Participation rate | 82.0% | 68.1%+13.8pp | 73.2%+8.8pp | 71.5%+10.5pp |
| Annual return | -20.25% | -13.53%-6.7pp | 114.01%-134.3pp | 32.82%-53.1pp |
| Employer contribution / active EE | $1,749 | $1,571+11.4% | $2,850-38.6% | $2,506-30.2% |
| Participant deferral / active EE | $5,608 | $3,501+60.2% | $4,234+32.5% | $4,310+30.1% |
| Admin fee / account holder | $103 | $131-21.8% | $5,420-98.1% | $188-45.4% |