Filed April 4, 2018
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 |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $619,704 |
NATIONWIDE4+ years Service code 28 · EIN 31-4156830 | Investment Management | $4,909 |
Filed as: CREATIVE PLAN ADMINISTRATORS INC. Service code 57 · EIN 14-1694851 | Recordkeeping fees; Account maintenan... | $569 |
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 | $40,831 | $45,382-10.0% | $154,107-73.5% | $75,289-45.8% |
| Participation rate | 86.4% | 65.9%+20.5pp | 83.0%+3.3pp | 72.4%+13.9pp |
| Annual return | -4.67% | -0.47%-4.2pp | 735.12%-739.8pp | -0.04%-4.6pp |
| Employer contribution / active EE | $1,813 | $1,533+18.3% | $5,298-65.8% | $2,405-24.6% |
| Participant deferral / active EE | $3,375 | $2,384+41.6% | $5,081-33.6% | $3,739-9.7% |
| Admin fee / account holder | $123 | $89+37.3% | $13,411-99.1% | $102+19.9% |