Filed November 27, 2018 (most recent of 2 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 12 · EIN 13-3689044 | Direct payment from the plan; Recordk... | $201,444 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,126 | $67,512+73.5% | $185,823-37.0% | $93,030+25.9% |
| Participation rate | 58.2% | 67.1%-8.9pp | 81.7%-23.5pp | 73.9%-15.7pp |
| Annual return | 14.84% | 21.04%-6.2pp | 122.05%-107.2pp | 158.70%-143.9pp |
| Employer contribution / active EE | $1,276 | $1,783-28.5% | $5,167-75.3% | $2,706-52.9% |
| Participant deferral / active EE | $4,679 | $3,035+54.2% | $5,568-16.0% | $4,562+2.6% |
| Admin fee / account holder | $83 | $318-74.0% | $16,237-99.5% | $152-45.5% |