Filed September 3, 2019
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 |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS,INC DBA FUTUREPLA Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $4,400 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $4,259 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,703 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 | Contract Administrator | $1,317 |
MMA SECURITIES LLC2 years Filed as: MARSH USA INC Service code 13 P.O. BOX 12748 · ROANOKE, VA 24028 | Contract Administrator | $500 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 27 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $206 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,854 | $46,219-83.0% | $89,391-91.2% | $90,288-91.3% |
| Participation rate | 15.6% | 44.9%-29.3pp | 68.0%-52.4pp | 73.4%-57.8pp |
| Annual return | 26.18% | 25.71%+0.5pp | 245.62%-219.4pp | 53.97%-27.8pp |
| Employer contribution / active EE | $67 | $953-93.0% | $2,586-97.4% | $2,524-97.4% |
| Participant deferral / active EE | $334 | $2,136-84.4% | $3,890-91.4% | $4,232-92.1% |
| Admin fee / account holder | $46 | $147-68.7% | $4,881-99.1% | $114-59.7% |