Filed July 6, 2016 (most recent of 4 filings on file)
Total covered: 7 employees
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 37 · EIN 04-2647786 | Loan Processing | $49,603 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $23,915 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,255 | $129,021+17.2% | $184,203-17.9% | $77,643+94.8% |
| Participation rate | 96.4% | 87.3%+9.1pp | 86.8%+9.6pp | 70.6%+25.8pp |
| Annual return | 14.55% | 33.27%-18.7pp | 28.81%-14.3pp | 31.24%-16.7pp |
| Employer contribution / active EE | $4,026 | $4,413-8.8% | $6,427-37.4% | $2,726+47.7% |
| Participant deferral / active EE | $8,074 | $7,297+10.6% | $9,131-11.6% | $4,647+73.7% |
| Admin fee / account holder | $165 | $254-34.9% | $13,901-98.8% | $430-61.6% |