Filed November 16, 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 13 · EIN 42-0127290 | Contract Administrator | $26,127 |
BARTH FINANCIAL ADVISORS2 years Service code 27 · EIN 33-0780120 | Advisory (Plan) | $7,435 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,110 | $52,293-63.5% | $178,490-89.3% | $73,409-74.0% |
| Participation rate | 30.3% | 65.3%-35.0pp | 81.9%-51.6pp | 72.2%-41.8pp |
| Annual return | 10.14% | 34.75%-24.6pp | 151.07%-140.9pp | 59.29%-49.2pp |
| Employer contribution / active EE | $378 | $1,735-78.2% | $5,011-92.5% | $2,234-83.1% |
| Participant deferral / active EE | $637 | $2,332-72.7% | $5,202-87.8% | $3,805-83.3% |
| Admin fee / account holder | $275 | $127+116.0% | $13,984-98.0% | $158+74.2% |