Filed April 28, 2016
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 |
|---|---|---|
ASCENSUS LLC1 year Filed as: SCP RETIREMENT SERVICES LLC Service code 49 · EIN 71-0294708 | Other Services | $15,262 |
EISNERAMPER LLP2 years Service code 99 · EIN 87-1363769 | Other Fees | $13,500 |
Filed as: VOYA RETIREMENT INS. AND ANN. CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,174 |
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 | $85,506 | $91,762-6.8% | $67,502+26.7% | $77,643+10.1% |
| Participation rate | 91.1% | 75.9%+15.2pp | 72.9%+18.2pp | 70.6%+20.5pp |
| Annual return | 15.80% | 14.87%+0.9pp | 3512.12%-3496.3pp | 31.24%-15.4pp |
| Employer contribution / active EE | $2,736 | $3,181-14.0% | $2,731+0.2% | $2,726+0.4% |
| Participant deferral / active EE | $3,047 | $3,903-21.9% | $4,000-23.8% | $4,647-34.4% |
| Admin fee / account holder | $68 | $176-61.4% | $3,998-98.3% | $430-84.2% |