Filed March 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 |
|---|---|---|
Filed as: NORTHWEST INVESTMENT CONSULTING INC Service code 14 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Plan Administrator | $111,512 |
UBS FINANCIAL SERVICES INC2 years Service code 51 · EIN 13-2638166 1000 HARBOR BOULEVARD, 6TH FLOOR · WEEHAWKEN, NJ 070866761 | Investment Mgmt Fees | $46,398 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 3000 SCHWAB WAY · AUSTIN, TX 76262 | Securities Custodian | $20,539 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,026 | $122,186-67.2% | $146,958-72.8% | $199,593-79.9% |
| Participation rate | 50.3% | 78.3%-28.0pp | 82.2%-31.9pp | 72.0%-21.7pp |
| Annual return | 29.74% | 30.56%-0.8pp | 418.34%-388.6pp | 34.25%-4.5pp |
| Employer contribution / active EE | $1,518 | $4,093-62.9% | $4,933-69.2% | $3,034-50.0% |
| Participant deferral / active EE | $2,846 | $8,502-66.5% | $8,070-64.7% | $5,087-44.0% |
| Admin fee / account holder | $116 | $179-34.8% | $12,998-99.1% | $269-56.7% |