Filed June 1, 2015 (most recent of 2 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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $94,456 |
THE ASCENT GROUP, LLC2 years Service code 99 · EIN 86-3001816 | Other Fees | $39,506 |
CHARLES W. SNADER, P.C.1 year Service code 10 · EIN 54-1873714 | Accounting | $5,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,417 | $46,292-51.6% | $143,757-84.4% | $64,808-65.4% |
| Participation rate | 59.0% | 64.2%-5.3pp | 80.3%-21.4pp | 71.5%-12.5pp |
| Annual return | -14.49% | -10.05%-4.4pp | -0.04%-14.4pp | 32.82%-47.3pp |
| Employer contribution / active EE | $2,330 | $1,910+22.0% | $4,951-52.9% | $2,506-7.0% |
| Participant deferral / active EE | $1,032 | $2,646-61.0% | $5,637-81.7% | $4,310-76.1% |
| Admin fee / account holder | $166 | $154+8.0% | $14,673-98.9% | $188-11.6% |