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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $88,425 |
SAMET & COMPANY PC3+ years Filed as: SAMET AND COMPANY PC Service code 10 · EIN 04-3027605 | Accounting | $24,500 |
NEWPORT GROUP, INC.3+ years Filed as: THE NEWPORT GROUP Service code 16 · EIN 59-3099288 | Consulting | $14,846 |
Filed as: ALTMAN AND CRONIN BENEFIT CONS. LLC Service code 16 · EIN 94-3253397 | Consulting | $9,942 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $93,788 | $88,874+5.5% | $123,544-24.1% | $75,289+24.6% |
| Participation rate | 52.0% | 75.9%-23.8pp | 82.3%-30.2pp | 72.4%-20.4pp |
| Annual return | -3.64% | 4.22%-7.9pp | 119.20%-122.8pp | -0.04%-3.6pp |
| Employer contribution / active EE | $1,149 | $3,256-64.7% | $4,628-75.2% | $2,405-52.2% |
| Participant deferral / active EE | $3,007 | $6,174-51.3% | $6,426-53.2% | $3,739-19.6% |
| Admin fee / account holder | $148 | $95+56.8% | $9,284-98.4% | $102+44.9% |