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 | $118,457 |
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 | $30,477 | $50,815-40.0% | $155,509-80.4% | $77,643-60.7% |
| Participation rate | 59.5% | 63.1%-3.6pp | 78.2%-18.7pp | 70.6%-11.0pp |
| Annual return | 13.12% | 34.80%-21.7pp | 64.67%-51.5pp | 31.24%-18.1pp |
| Employer contribution / active EE | $2,161 | $1,993+8.4% | $4,672-53.8% | $2,726-20.7% |
| Participant deferral / active EE | $1,320 | $2,822-53.2% | $5,626-76.5% | $4,647-71.6% |
| Admin fee / account holder | $192 | $437-56.1% | $15,912-98.8% | $430-55.5% |