Filed June 18, 2018 (most recent of 6 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 59 · EIN 94-1737782 12401 RESEARCH BLVD · AUSTIN, TX 78759 | Shareholder Servicing | $3,616 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,264 | $89,739+31.8% | $149,718-21.0% | $62,292+89.9% |
| Participation rate | 93.4% | 85.1%+8.3pp | 87.1%+6.3pp | 69.5%+23.9pp |
| Annual return | 8.39% | 21.01%-12.6pp | 1501.63%-1493.2pp | 28.90%-20.5pp |
| Employer contribution / active EE | $3,366 | $3,233+4.1% | $5,445-38.2% | $2,042+64.8% |
| Participant deferral / active EE | $7,285 | $4,797+51.9% | $6,569+10.9% | $3,169+129.9% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |