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 LLP3+ years Filed as: PRICEWATERHOUSE COOPERS, LLC Service code 10 · EIN 13-4008324 | Accounting | $100,500 |
CAMMACK LARHETTE ADVISORS3+ years Service code 13 · EIN 20-4668732 | Contract Administrator | $36,540 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,401 |
COASTAL PENSION SERVICES1 year Service code 10 · EIN 52-1053785 | Accounting | $4,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $101,584 | $98,180+3.5% | $62,995+61.3% | $177,276-42.7% |
| Participation rate | 45.1% | 75.3%-30.2pp | 74.8%-29.7pp | 74.8%-29.7pp |
| Annual return | 16.53% | 16.81%-0.3pp | 87.57%-71.0pp | 21.25%-4.7pp |
| Employer contribution / active EE | $0 | $3,885-100.0% | $2,759-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $3,738 | $3,805-1.8% | $3,329+12.3% | $3,881-3.7% |
| Admin fee / account holder | $12 | $31-60.7% | $3,600-99.7% | $154-92.0% |