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 |
|---|---|---|
SIMON LEVER LLC1 year Filed as: SIMON QUICK ADVISORS Service code 27 360 MOUNT KEMBLE AVENUE · MORRISTOWN, NJ 07960 | Advisory (Plan) | $63,099 |
PENCHECKS2 years Filed as: PENCHECKS TRUST Service code 49 8580 LA MESA BLVD STE 100 · LA MESA, CA 91942 | Other Services | $7,404 |
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 | $425,512-100.0% | $414,698-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 53.2%-53.2pp | 46.8%-46.8pp | 39.2%-39.2pp |
| Annual return | 10.03% | 8.74%+1.3pp | 8.80%+1.2pp | 13.91%-3.9pp |
| Employer contribution / active EE | $8,034 | $30,619-73.8% | $29,429-72.7% | $35,282-77.2% |
| Participant deferral / active EE | $0 | $60-100.0% | $58-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $11,649-100.0% | $10,933-100.0% | $41,846-100.0% |