Filed December 13, 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 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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS, INC Service code 49 | Other Services | $7,521 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS Service code 49 74 BATTERSON PARK RD · FARMINGTON, CT 06032 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,953 | $65,061-3.2% | $143,757-56.2% | $66,914-5.9% |
| Participation rate | 71.7% | 65.2%+6.5pp | 80.3%-8.6pp | 69.8%+1.9pp |
| Annual return | -13.63% | -11.14%-2.5pp | -0.04%-13.6pp | 1.58%-15.2pp |
| Employer contribution / active EE | $1,743 | $2,361-26.2% | $4,951-64.8% | $2,544-31.5% |
| Participant deferral / active EE | $3,133 | $2,919+7.3% | $5,637-44.4% | $4,237-26.1% |
| Admin fee / account holder | $44 | $502-91.3% | $14,673-99.7% | $593-92.7% |