Filed January 4, 2018 (most recent of 2 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 8-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 42-0127290 | Contract Administrator | $992,185 |
UBS FINANCIAL SERVICES INC2 years Service code 28 · EIN 13-2638166 | Investment Management | $206,692 |
ACTUARIAL BENEFITS CORP3 years Filed as: ACTUARIAL BENEFITS CORP. Service code 13 · EIN 20-1054428 | Contract Administrator | $82,807 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $57,488 |
SALAS O'BRIEN, INC2 years Service code 49 · EIN 95-2037468 | Other Services | $17,920 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,564 | $122,186+38.0% | $146,958+14.7% | $199,593-15.5% |
| Participation rate | 96.1% | 78.3%+17.8pp | 82.2%+13.9pp | 72.0%+24.1pp |
| Annual return | 33.20% | 30.56%+2.6pp | 418.34%-385.1pp | 34.25%-1.0pp |
| Employer contribution / active EE | $3,586 | $4,093-12.4% | $4,933-27.3% | $3,034+18.2% |
| Participant deferral / active EE | $8,260 | $8,502-2.8% | $8,070+2.4% | $5,087+62.4% |
| Admin fee / account holder | $422 | $179+135.9% | $12,998-96.8% | $269+56.9% |