Filed February 12, 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 |
|---|---|---|
401K ADVISORS INC2 years Service code 15 · EIN 33-0905143 | Recordkeeping | $27,357 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,660 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,508 | $65,435+30.7% | $86,677-1.3% | $66,914+27.8% |
| Participation rate | 70.9% | 75.5%-4.5pp | 76.6%-5.7pp | 69.8%+1.1pp |
| Annual return | -17.64% | -10.89%-6.7pp | 35.91%-53.5pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,605 | $2,153-25.5% | $2,836-43.4% | $2,544-36.9% |
| Participant deferral / active EE | $4,328 | $4,100+5.5% | $4,656-7.0% | $4,237+2.1% |
| Admin fee / account holder | $385 | $642-39.9% | $7,493-94.9% | $593-35.0% |