Filed March 29, 2017
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 |
|---|---|---|
CAMPBELL TAYLOR & COMPANY2 years Service code 10 · EIN 94-2385238 | Accounting | $8,150 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,262 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,988 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,988 | $73,102-5.6% | $123,544-44.2% | $56,287+22.6% |
| Participation rate | 88.0% | 74.3%+13.7pp | 82.3%+5.7pp | 69.9%+18.1pp |
| Annual return | -4.45% | 3.01%-7.5pp | 119.20%-123.6pp | -9.96%+5.5pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $7,741 | $5,423+42.8% | $6,426+20.5% | $3,350+131.1% |
| Admin fee / account holder | $45 | $554-92.0% | $9,284-99.5% | $521-91.5% |