Filed June 18, 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 |
|---|---|---|
BEACON POINTE ADVISORS LLC7 years Service code 27 703 GREEN VALLEY RD STE 201 · GREENSBORO, NC 27408 | Advisory (Plan) | $57,654 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $142,324 | $86,944+63.7% | $107,525+32.4% | $74,304+91.5% |
| Participation rate | 81.1% | 59.6%+21.6pp | 75.1%+6.0pp | 60.3%+20.8pp |
| Annual return | 19.70% | 23.52%-3.8pp | 181.32%-161.6pp | 29.43%-9.7pp |
| Employer contribution / active EE | $1,064 | $2,757-61.4% | $3,754-71.6% | $2,241-52.5% |
| Participant deferral / active EE | $10,290 | $3,554+189.5% | $5,116+101.1% | $3,767+173.1% |
| Admin fee / account holder | $344 | $3,727-90.8% | $8,919-96.1% | $2,969-88.4% |