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 | $61,486 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $60,985 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $162,899 | $131,799+23.6% | $200,582-18.8% | $85,563+90.4% |
| Participation rate | 94.9% | 87.9%+7.0pp | 86.9%+8.0pp | 66.0%+29.0pp |
| Annual return | 13.25% | 21.59%-8.3pp | 42.33%-29.1pp | 31.51%-18.3pp |
| Employer contribution / active EE | $4,277 | $4,532-5.6% | $6,419-33.4% | $2,654+61.2% |
| Participant deferral / active EE | $8,738 | $7,702+13.4% | $9,331-6.4% | $4,375+99.7% |
| Admin fee / account holder | $271 | $235+15.3% | $16,305-98.3% | $834-67.5% |