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 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,918 |
Filed as: WOODBURY FINANICAL SERVICES INC Service code 27 5665 PLAZA DR · CYPRESS, CA 90630 | Advisory (Plan) | $22,657 |
SUNWEST PENSIONS2 years Service code 13 · EIN 86-0922116 PO BOX 7850 · TEMPE, AZ 852810850 | Contract Administrator | $6,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,247 | $48,261-72.6% | $68,793-80.7% | $55,725-76.2% |
| Participation rate | 65.1% | 71.0%-6.0pp | 72.2%-7.2pp | 70.9%-5.8pp |
| Annual return | -2.50% | -2.61%+0.1pp | -4.63%+2.1pp | 244.93%-247.4pp |
| Employer contribution / active EE | $1,201 | $1,742-31.1% | $2,625-54.3% | $2,078-42.2% |
| Participant deferral / active EE | $1,954 | $2,712-27.9% | $3,311-41.0% | $3,356-41.8% |
| Admin fee / account holder | $113 | $126-10.2% | $5,131-97.8% | $115-1.7% |