Filed May 10, 2018 (most recent of 5 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 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 52 · EIN 04-1590850 | Indirect Investment Fees | $2,595 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
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.
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 | $23,443 | $34,495-32.0% | $78,689-70.2% | $63,975-63.4% |
| Participation rate | 12.4% | 60.8%-48.4pp | 73.6%-61.2pp | 71.1%-58.8pp |
| Annual return | 7.79% | 11.62%-3.8pp | 62.18%-54.4pp | 48.65%-40.9pp |
| Employer contribution / active EE | $208 | $1,398-85.1% | $2,851-92.7% | $2,182-90.5% |
| Participant deferral / active EE | $353 | $2,100-83.2% | $3,517-90.0% | $3,356-89.5% |
| Admin fee / account holder | $11 | $68-84.3% | $4,510-99.8% | $70-84.8% |