Filed February 7, 2019 (most recent of 2 filings on file)
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 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Sub-transfer agency fees; Recordkeepi... | $336,296 |
JOHNSON & FIELDS, LLC2+ years Service code 10 161 EAST DOYLE STREET · TOCCOA, GA 30577 | Accounting | $27,465 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $375,132 | $49,270+661.4% | $156,549+139.6% | $329,111+14.0% |
| Participation rate | 0.0% | 68.1%-68.1pp | 84.0%-84.0pp | 67.9%-67.9pp |
| Annual return | 6.66% | 23.25%-16.6pp | 32.23%-25.6pp | 16.35%-9.7pp |
| Employer contribution / active EE | $476 | $1,534-69.0% | $5,501-91.3% | $2,303-79.3% |
| Participant deferral / active EE | $783 | $2,920-73.2% | $4,871-83.9% | $3,682-78.7% |
| Admin fee / account holder | $1,816 | $51+3492.6% | $13,027-86.1% | $754+141.0% |