Filed January 18, 2018 (most recent of 5 filings on file)
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 13 · EIN 06-1050034 | Contract Administrator | $295,044 |
BFSG LLC1 year Service code 16 · EIN 20-8161914 | Consulting | $182,866 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $135,895 |
Filed as: HOLTHOUSE CARLIN & VANTRIGT LLP Service code 10 · EIN 95-4345526 | Accounting | $34,718 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,631 | $45,000+88.1% | $143,757-41.1% | $77,904+8.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 80.3%+19.7pp | 73.7%+26.3pp |
| Annual return | -16.67% | 29.03%-45.7pp | -0.04%-16.6pp | 12.21%-28.9pp |
| Employer contribution / active EE | $2,704 | $1,870+44.7% | $4,951-45.4% | $2,848-5.0% |
| Participant deferral / active EE | $6,032 | $3,157+91.1% | $5,637+7.0% | $4,806+25.5% |
| Admin fee / account holder | $92 | $98-6.8% | $14,673-99.4% | $133-30.8% |