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 | $48,017 |
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 | $75,797 | $63,299+19.7% | $91,001-16.7% | $62,292+21.7% |
| Participation rate | 90.4% | 73.3%+17.0pp | 75.6%+14.7pp | 69.5%+20.8pp |
| Annual return | 16.33% | 20.99%-4.7pp | 4.60%+11.7pp | 28.90%-12.6pp |
| Employer contribution / active EE | $2,518 | $1,807+39.4% | $2,456+2.5% | $2,042+23.3% |
| Participant deferral / active EE | $3,320 | $2,943+12.8% | $3,547-6.4% | $3,169+4.8% |
| Admin fee / account holder | $345 | $468-26.1% | $5,417-93.6% | $479-27.9% |