Filed March 15, 2018
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 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $8,295 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,237 | $47,126-27.3% | $149,673-77.1% | $74,419-54.0% |
| Participation rate | 66.9% | 63.4%+3.5pp | 78.8%-11.9pp | 70.7%-3.8pp |
| Annual return | 14.31% | 22.75%-8.4pp | 134.42%-120.1pp | 34.38%-20.1pp |
| Employer contribution / active EE | $1,424 | $1,905-25.3% | $4,818-70.4% | $2,637-46.0% |
| Participant deferral / active EE | $1,571 | $2,728-42.4% | $5,680-72.3% | $4,528-65.3% |
| Admin fee / account holder | $9 | $343-97.4% | $13,210-99.9% | $348-97.4% |