Filed February 1, 2018
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 13 1801 MARKET STREET, SUITE 1000 · PHILADELPHIA, PA 19103 | Contract Administrator | $32,259 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOF VILLAGE, CO 80111 | Recordkeeping Fees | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,764 | $73,102-66.1% | $123,544-80.0% | $56,287-56.0% |
| Participation rate | 54.7% | 74.3%-19.6pp | 82.3%-27.6pp | 69.9%-15.1pp |
| Annual return | -1.87% | 3.01%-4.9pp | 119.20%-121.1pp | -9.96%+8.1pp |
| Employer contribution / active EE | $953 | $2,977-68.0% | $4,628-79.4% | $2,111-54.8% |
| Participant deferral / active EE | $1,893 | $5,423-65.1% | $6,426-70.5% | $3,350-43.5% |
| Admin fee / account holder | $291 | $554-47.4% | $9,284-96.9% | $521-44.1% |