Filed March 27, 2019
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 6-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 |
|---|---|---|
VESTWELL1 year Service code 13 · EIN 81-3062212 1410 BROADWAY FL 23 · NEW YORK, NY 10018 | Contract Administrator | $4,820 |
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 | $9,931 | $37,426-73.5% | $77,482-87.2% | $79,858-87.6% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 24.76% | 39.70%-14.9pp | 54.79%-30.0pp | 31.71%-7.0pp |
| Employer contribution / active EE | $1,003 | $637+57.6% | $986+1.7% | $2,471-59.4% |
| Participant deferral / active EE | $4,918 | $1,260+290.4% | $1,861+164.3% | $3,740+31.5% |
| Admin fee / account holder | $106 | $2,504-95.8% | $2,858-96.3% | $5,306-98.0% |