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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $140,705 |
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $30,494 |
SAMET & COMPANY PC3 years Filed as: SAMET & COMPANY, PC Service code 10 · EIN 04-3027605 | Accounting | $24,500 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP SECURITIES, INC. Service code 16 · EIN 59-3099288 | Consulting | $15,828 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $6,953 |
Service code 29 · EIN 04-2718459 | Legal | $4,685 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,112 | $120,450+0.5% | $159,436-24.0% | $93,030+30.2% |
| Participation rate | 40.7% | 78.0%-37.3pp | 82.8%-42.2pp | 73.9%-33.3pp |
| Annual return | 14.85% | 27.11%-12.3pp | 263.57%-248.7pp | 158.70%-143.9pp |
| Employer contribution / active EE | $1,170 | $3,526-66.8% | $4,829-75.8% | $2,706-56.8% |
| Participant deferral / active EE | $2,741 | $7,283-62.4% | $7,352-62.7% | $4,562-39.9% |
| Admin fee / account holder | $228 | $137+66.5% | $10,799-97.9% | $152+50.1% |