Filed March 27, 2019 (most recent of 3 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 8-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 |
|---|---|---|
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $17,209 |
VBA BENEFITS CORPORATION1+ years Service code 14 · EIN 54-1741662 | Plan Administrator | $11,473 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,955 | $64,286-23.8% | $106,387-54.0% | $55,725-12.1% |
| Participation rate | 90.5% | 75.2%+15.3pp | 77.5%+13.1pp | 70.9%+19.7pp |
| Annual return | 23.40% | 0.84%+22.6pp | 0.25%+23.1pp | 244.93%-221.5pp |
| Employer contribution / active EE | $2,208 | $2,367-6.7% | $3,520-37.3% | $2,078+6.2% |
| Participant deferral / active EE | $3,777 | $4,158-9.1% | $5,421-30.3% | $3,356+12.6% |
| Admin fee / account holder | $60 | $102-41.1% | $7,510-99.2% | $115-47.7% |