Filed December 21, 2017
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 | $21,512 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $20,214 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,645 | $102,553-41.8% | $151,611-60.7% | $66,914-10.9% |
| Participation rate | 90.5% | 85.5%+5.0pp | 87.5%+3.0pp | 69.8%+20.7pp |
| Annual return | -16.61% | -10.82%-5.8pp | 3.33%-19.9pp | 1.58%-18.2pp |
| Employer contribution / active EE | $2,381 | $4,180-43.0% | $6,166-61.4% | $2,544-6.4% |
| Participant deferral / active EE | $6,914 | $6,641+4.1% | $8,363-17.3% | $4,237+63.2% |
| Admin fee / account holder | $321 | $630-49.0% | $11,616-97.2% | $593-45.9% |