Filed October 30, 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 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 13 · EIN 42-0127290 | Contract Administrator | $1,097 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $40,498 | $55,449-27.0% | $83,848-51.7% | $56,287-28.1% |
| Participation rate | 65.0% | 68.0%-3.0pp | 76.1%-11.2pp | 69.9%-4.9pp |
| Annual return | 15.33% | -1.38%+16.7pp | 850.88%-835.6pp | -9.96%+25.3pp |
| Employer contribution / active EE | $2,069 | $2,430-14.9% | $3,631-43.0% | $2,111-2.0% |
| Participant deferral / active EE | $4,230 | $2,935+44.1% | $4,082+3.6% | $3,350+26.3% |
| Admin fee / account holder | $10 | $656-98.5% | $5,478-99.8% | $521-98.1% |