Filed December 27, 2019
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 7-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 13 · EIN 42-0127290 | Contract Administrator | $24,559 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $22,646 |
UHY LLP1 year Service code 10 · EIN 20-0694403 | Accounting | $10,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,938 | $101,499-33.1% | $147,005-53.8% | $74,546-8.9% |
| Participation rate | 74.7% | 75.5%-0.8pp | 82.2%-7.5pp | 67.2%+7.5pp |
| Annual return | 14.06% | 8732.34%-8718.3pp | 418.76%-404.7pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $1,543 | $3,811-59.5% | $4,934-68.7% | $2,624-41.2% |
| Participant deferral / active EE | $3,847 | $7,304-47.3% | $8,070-52.3% | $4,347-11.5% |
| Admin fee / account holder | $217 | $1,748-87.6% | $13,006-98.3% | $1,944-88.9% |