Filed July 6, 2017 (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 |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $107,793 |
EDWARD JONES8 years Service code 15 · EIN 43-0345811 | Recordkeeping | $64,631 |
Filed as: MESIROW FINANCIAL INC Service code 15 · EIN 36-3194849 | Recordkeeping | $32,580 |
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 | $42,876 | $76,173-43.7% | $81,382-47.3% | $199,593-78.5% |
| Participation rate | 67.4% | 76.3%-8.9pp | 69.5%-2.1pp | 72.0%-4.6pp |
| Annual return | 18.64% | 15.59%+3.0pp | 24.73%-6.1pp | 34.25%-15.6pp |
| Employer contribution / active EE | $1,700 | $2,792-39.1% | $2,463-31.0% | $3,034-44.0% |
| Participant deferral / active EE | $2,965 | $4,201-29.4% | $3,883-23.7% | $5,087-41.7% |
| Admin fee / account holder | $118 | $146-19.1% | $5,768-98.0% | $269-56.0% |