Filed November 17, 2017 (most recent of 2 filings on file)
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 19 · EIN 51-0396365 | Securities Custodian | $52,030 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,781 | $84,948+137.5% | $70,449+186.4% | $73,409+174.9% |
| Participation rate | 45.8% | 79.9%-34.2pp | 75.1%-29.3pp | 72.2%-26.4pp |
| Annual return | 13.41% | 13.39%0pp | 109.03%-95.6pp | 59.29%-45.9pp |
| Employer contribution / active EE | $2,567 | $2,834-9.4% | $2,737-6.2% | $2,234+14.9% |
| Participant deferral / active EE | $3,847 | $3,387+13.6% | $3,709+3.7% | $3,805+1.1% |
| Admin fee / account holder | $183 | $98+86.7% | $3,845-95.2% | $158+16.0% |