Filed August 9, 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 12 · EIN 13-3689044 | Shareholder servicing fees; Float rev... | $193,233 |
Service code 16 · EIN 59-3331424 | Consulting | $29,106 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,879 | $61,125-59.3% | $108,579-77.1% | $63,975-61.1% |
| Participation rate | 67.7% | 80.5%-12.8pp | 79.6%-11.9pp | 71.1%-3.4pp |
| Annual return | 81.74% | 14.06%+67.7pp | -51.70%+133.4pp | 48.65%+33.1pp |
| Employer contribution / active EE | $960 | $2,237-57.1% | $3,758-74.4% | $2,182-56.0% |
| Participant deferral / active EE | $1,873 | $3,574-47.6% | $4,311-56.6% | $3,356-44.2% |
| Admin fee / account holder | $94 | $72+30.2% | $7,645-98.8% | $70+33.0% |