Filed November 3, 2015
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 |
|---|---|---|
SWERDLIN & COMPANY5+ years Service code 15 5901 PEACHTREE DUNWOODY ROAD · ATLANTA, GA 30328 | Recordkeeping | $21,497 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,547 | $52,670-72.4% | $90,404-83.9% | $73,409-80.2% |
| Participation rate | 26.5% | 67.7%-41.1pp | 72.7%-46.1pp | 72.2%-45.6pp |
| Annual return | 7.86% | 20.70%-12.8pp | 1293.02%-1285.2pp | 59.29%-51.4pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,262-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,046 | $2,807-62.7% | $3,963-73.6% | $3,805-72.5% |
| Admin fee / account holder | $71 | $117-38.9% | $5,611-98.7% | $158-54.8% |