Filed August 21, 2015
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 |
|---|---|---|
TRIAD ADVISORS INC1 year Filed as: TRIAD ADVISORS LLC Service code 55 · EIN 65-0173164 | Other Commissions | $19,038 |
APW CAPITAL INC5 years Service code 55 · EIN 22-3526587 | Other Commissions | $10,896 |
Service code 37 · EIN 04-2647786 | Loan Processing | $919 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,761 | $102,553-47.6% | $151,611-64.5% | $66,914-19.7% |
| Participation rate | 98.6% | 85.5%+13.1pp | 87.5%+11.1pp | 69.8%+28.8pp |
| Annual return | -16.29% | -10.82%-5.5pp | 3.33%-19.6pp | 1.58%-17.9pp |
| Employer contribution / active EE | $3,182 | $4,180-23.9% | $6,166-48.4% | $2,544+25.1% |
| Participant deferral / active EE | $5,392 | $6,641-18.8% | $8,363-35.5% | $4,237+27.3% |
| Admin fee / account holder | $5 | $630-99.2% | $11,616-100.0% | $593-99.2% |