Filed October 24, 2016
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 13 · EIN 42-0127290 | Contract Administrator | $10,195 |
CETERA ADVISOR NETWORKS LLC3 years Service code 49 · EIN 95-3845382 | Other Services | $9,044 |
Filed as: BIDWELL CONSULTING SERVICES INC Service code 13 · EIN 20-3039384 | Contract Administrator | $8,244 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $60,005 | $37,196+61.3% | $154,107-61.1% | $55,725+7.7% |
| Participation rate | 0.0% | 64.1%-64.1pp | 83.0%-83.0pp | 70.9%-70.9pp |
| Annual return | -3.21% | 1319.68%-1322.9pp | 735.12%-738.3pp | 244.93%-248.1pp |
| Employer contribution / active EE | $414 | $1,614-74.4% | $5,298-92.2% | $2,078-80.1% |
| Participant deferral / active EE | $1,433 | $2,068-30.7% | $5,081-71.8% | $3,356-57.3% |
| Admin fee / account holder | $209 | $102+106.2% | $13,411-98.4% | $115+81.8% |