Filed February 20, 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 6-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 |
|---|---|---|
SEELUS ASSET MANAGEMENT1 year Service code 27 150 BODMAN PLACE · RED BANK, NJ 07701 | Advisory (Plan) | $23,783 |
FIDUCIARY INVESTMENT ADVISORS5+ years Filed as: FIDUCIARY TRUST Service code 25 600 FIFTH AVENUE · NEW YORK, NY 10020 | Directed Trustee | $10,415 |
PENCHECKS1 year Filed as: PENCHECKS TRUST Service code 49 8580 LA MESA BLVD STE 100 · LA MESA, CA 91942 | Other Services | $6,018 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $344,948-100.0% | $334,201-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 51.8%-51.8pp | 43.9%-43.9pp | 44.0%-44.0pp |
| Annual return | 17.65% | 10.03%+7.6pp | 9.84%+7.8pp | 13.05%+4.6pp |
| Employer contribution / active EE | $13,252 | $31,905-58.5% | $30,320-56.3% | $37,639-64.8% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $59,591-100.0% | $53,213-100.0% | $30,864-100.0% |