Filed December 3, 2019
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 9-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 |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $8,219 |
MORNINGSTAR2 years Service code 27 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Plan) | $5,510 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,342 | $65,061-71.8% | $143,757-87.2% | $66,914-72.6% |
| Participation rate | 90.5% | 65.2%+25.3pp | 80.3%+10.2pp | 69.8%+20.7pp |
| Annual return | -16.00% | -11.14%-4.9pp | -0.04%-16.0pp | 1.58%-17.6pp |
| Employer contribution / active EE | $2,517 | $2,361+6.6% | $4,951-49.2% | $2,544-1.1% |
| Participant deferral / active EE | $3,544 | $2,919+21.4% | $5,637-37.1% | $4,237-16.4% |
| Admin fee / account holder | $58 | $502-88.4% | $14,673-99.6% | $593-90.2% |