Filed April 20, 2018
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 14 · EIN 20-3039384 3251 ESPLANADE · CHICO, CA 95973 | Plan Administrator | $6,136 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,235 | $46,360-73.6% | $147,614-91.7% | $52,331-76.6% |
| Participation rate | 43.5% | 64.9%-21.4pp | 84.6%-41.1pp | 68.1%-24.6pp |
| Annual return | -0.92% | 1.62%-2.5pp | 61.98%-62.9pp | 4.54%-5.5pp |
| Employer contribution / active EE | $500 | $2,126-76.5% | $5,564-91.0% | $1,882-73.4% |
| Participant deferral / active EE | $2,001 | $2,258-11.4% | $4,895-59.1% | $3,022-33.8% |
| Admin fee / account holder | $95 | $766-87.6% | $11,611-99.2% | $592-84.0% |