Filed March 15, 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 |
|---|---|---|
FROST BANK1 year Service code 17 · EIN 74-0635455 | Pension Consulting | $18,289 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $14,378 |
Service code 37 · EIN 04-2647786 OPERATIONS COMPANY, INC. · SMITHFIELD, RI 02917 | Loan Processing | $4,544 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,447 | $46,173-36.2% | $170,442-82.7% | $69,631-57.7% |
| Participation rate | 41.4% | 63.9%-22.5pp | 83.6%-42.2pp | 70.7%-29.3pp |
| Annual return | 19.84% | 21.62%-1.8pp | 205.93%-186.1pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $1,127 | $1,610-30.0% | $5,433-79.2% | $2,032-44.5% |
| Participant deferral / active EE | $2,133 | $2,080+2.5% | $4,939-56.8% | $3,224-33.8% |
| Admin fee / account holder | $75 | $116-35.3% | $13,880-99.5% | $110-32.1% |