Filed July 20, 2017
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 9-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 35-0145825 | Recordkeeping | $24,385 |
MAULDIN & JENKINS1 year Filed as: MAULDING JENKINS Service code 28 · EIN 58-0692043 | Investment Management | $0 |
Filed as: VOYA FINANCIAL Service code 28 · EIN 58-0566250 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $62,610 | $62,928-0.5% | $172,739-63.8% | $67,579-7.4% |
| Participation rate | 45.9% | 64.5%-18.6pp | 82.6%-36.7pp | 71.3%-25.4pp |
| Annual return | 19.83% | 30.36%-10.5pp | 802.84%-783.0pp | 378.56%-358.7pp |
| Employer contribution / active EE | $536 | $1,636-67.2% | $5,143-89.6% | $2,148-75.0% |
| Participant deferral / active EE | $2,160 | $2,145+0.7% | $5,198-58.4% | $3,539-39.0% |
| Admin fee / account holder | $10 | $167-93.8% | $13,954-99.9% | $142-92.7% |