Filed February 5, 2018 (most recent of 2 filings on file)
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 64 · EIN 04-2647786 | Recordkeeping Fees | $10,166 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $28,398 | $36,916-23.1% | $156,549-81.9% | $57,658-50.7% |
| Participation rate | 72.8% | 63.4%+9.4pp | 84.0%-11.2pp | 70.2%+2.6pp |
| Annual return | 4.75% | 12.38%-7.6pp | 32.23%-27.5pp | 5.13%-0.4pp |
| Employer contribution / active EE | $1,673 | $1,571+6.5% | $5,501-69.6% | $1,974-15.2% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $38 | $82-53.8% | $13,027-99.7% | $95-59.7% |