Filed October 14, 2015
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 | $230,222 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,382 | $127,218-28.2% | $392,568-76.7% | $77,787+17.5% |
| Participation rate | 93.1% | 82.0%+11.1pp | 78.1%+15.1pp | 73.2%+19.9pp |
| Annual return | 22.98% | 25.27%-2.3pp | 24.42%-1.4pp | 32.57%-9.6pp |
| Employer contribution / active EE | $742 | $3,064-75.8% | $3,783-80.4% | $2,504-70.4% |
| Participant deferral / active EE | $2,910 | $4,820-39.6% | $5,985-51.4% | $3,967-26.6% |
| Admin fee / account holder | $78 | $89-12.8% | $6,260-98.8% | $100-22.5% |