Filed April 23, 2015
Total covered: 5 employees
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 15 · EIN 48-1205033 | Recordkeeping | $67,349 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,072 | $56,629+7.8% | $77,999-21.7% | $55,167+10.7% |
| Participation rate | 92.6% | 73.3%+19.3pp | 75.5%+17.0pp | 69.0%+23.6pp |
| Annual return | 10.19% | 2866.98%-2856.8pp | 425.96%-415.8pp | 169.23%-159.0pp |
| Employer contribution / active EE | $2,260 | $1,723+31.1% | $2,470-8.5% | $1,963+15.1% |
| Participant deferral / active EE | $2,823 | $2,777+1.6% | $3,497-19.3% | $3,054-7.6% |
| Admin fee / account holder | $341 | $467-27.0% | $5,480-93.8% | $504-32.4% |