Filed March 31, 2016 (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 |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $87,351 |
SAMET & COMPANY PC1+ years Filed as: SAMET AND COMPANY PC Service code 10 · EIN 04-3027605 | Accounting | $18,750 |
Filed as: ALTMAN AND CRONIN BENEFIT CONS. LLC Service code 16 · EIN 94-3253397 | Consulting | $15,525 |
NEWPORT GROUP, INC.1+ years Filed as: THE NEWPORT GROUP Service code 16 · EIN 59-3099288 | Consulting | $14,389 |
Service code 29 · EIN 04-2718459 | Legal | $8,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $95,822 | $85,635+11.9% | $123,892-22.7% | $63,975+49.8% |
| Participation rate | 55.2% | 74.9%-19.7pp | 81.4%-26.2pp | 71.1%-15.9pp |
| Annual return | 6.78% | 15.74%-9.0pp | 47.52%-40.7pp | 48.65%-41.9pp |
| Employer contribution / active EE | $1,303 | $3,076-57.6% | $4,617-71.8% | $2,182-40.3% |
| Participant deferral / active EE | $3,359 | $5,667-40.7% | $5,984-43.9% | $3,356+0.1% |
| Admin fee / account holder | $167 | $75+122.9% | $8,357-98.0% | $70+137.1% |