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-DEALER3 years Filed as: PENSION CONSULTANTS, INC Service code 49 | Other Services | $5,592 |
ADP BROKER-DEALER3 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 | $65,844 | $61,272+7.5% | $149,673-56.0% | $71,457-7.9% |
| Participation rate | 72.1% | 62.5%+9.6pp | 78.8%-6.7pp | 67.9%+4.2pp |
| Annual return | 13.35% | 35.85%-22.5pp | 134.42%-121.1pp | 28.85%-15.5pp |
| Employer contribution / active EE | $1,920 | $2,378-19.3% | $4,818-60.2% | $2,588-25.8% |
| Participant deferral / active EE | $3,195 | $2,917+9.5% | $5,680-43.7% | $4,289-25.5% |
| Admin fee / account holder | $29 | $1,261-97.7% | $13,210-99.8% | $1,587-98.2% |