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 |
|---|---|---|
MORNINGSTAR3 years Service code 50 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Direct Payment | $6,099 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,195 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,896 | $61,272-57.7% | $149,673-82.7% | $71,457-63.8% |
| Participation rate | 95.5% | 62.5%+33.0pp | 78.8%+16.8pp | 67.9%+27.6pp |
| Annual return | 19.78% | 35.85%-16.1pp | 134.42%-114.6pp | 28.85%-9.1pp |
| Employer contribution / active EE | $2,730 | $2,378+14.8% | $4,818-43.3% | $2,588+5.5% |
| Participant deferral / active EE | $3,888 | $2,917+33.3% | $5,680-31.5% | $4,289-9.3% |
| Admin fee / account holder | $46 | $1,261-96.3% | $13,210-99.7% | $1,587-97.1% |