Filed June 24, 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 |
|---|---|---|
MCCREADY & KEENE INC.3 years Service code 15 · EIN 35-0500670 | Recordkeeping | $246,773 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT Service code 27 31416 AGOURA ROAD · WESTLAKE VILLAGE, CA 91361 | Advisory (Plan) | $64,132 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Custodial (other than securities); In... | $60,563 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,784 | $32,284-7.7% | $74,550-60.0% | $68,904-56.8% |
| Participation rate | 35.0% | 58.1%-23.0pp | 69.1%-34.1pp | 74.1%-39.1pp |
| Annual return | -5.02% | -4.24%-0.8pp | 32.53%-37.5pp | 1.07%-6.1pp |
| Employer contribution / active EE | $325 | $782-58.4% | $1,961-83.4% | $2,540-87.2% |
| Participant deferral / active EE | $1,551 | $1,518+2.2% | $3,108-50.1% | $4,015-61.4% |
| Admin fee / account holder | $92 | $72+27.0% | $5,060-98.2% | $71+28.5% |