Filed November 30, 2014 (most recent of 4 filings on file)
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 |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSE COOPERS, LLC Service code 10 · EIN 13-4008324 | Accounting | $102,500 |
CAMMACK LARHETTE ADVISORS1+ years Service code 13 · EIN 20-4668732 | Contract Administrator | $57,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,622 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $88,548 | $78,181+13.3% | $57,343+54.4% | $67,505+31.2% |
| Participation rate | 44.3% | 76.6%-32.2pp | 75.1%-30.7pp | 71.2%-26.9pp |
| Annual return | 2.29% | 2.76%-0.5pp | 24.39%-22.1pp | 6.52%-4.2pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,689-100.0% | $2,173-100.0% |
| Participant deferral / active EE | $3,667 | $3,501+4.8% | $3,162+16.0% | $3,597+2.0% |
| Admin fee / account holder | $15 | $27-43.4% | $3,356-99.6% | $56-73.3% |