Filed August 24, 2017
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 52 · EIN 04-1590850 | Indirect Investment Fees | $23,941 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1819235 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
EATON VANCE4 years Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
NATIXIS FUNDS4 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
PIMCO FUNDS4 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,376 | $69,362-8.6% | $101,248-37.4% | $73,488-13.8% |
| Participation rate | 42.8% | 68.4%-25.6pp | 75.8%-33.0pp | 70.7%-27.9pp |
| Annual return | 17.57% | 18.46%-0.9pp | 46.47%-28.9pp | 28.51%-10.9pp |
| Employer contribution / active EE | $1,316 | $2,628-49.9% | $3,660-64.0% | $2,270-42.0% |
| Participant deferral / active EE | $2,474 | $3,300-25.0% | $4,370-43.4% | $3,740-33.8% |
| Admin fee / account holder | $307 | $704-56.4% | $5,945-94.8% | $513-40.2% |