Filed September 19, 2019
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 37 · EIN 04-2647786 | Loan Processing | $137,634 |
BCG SECURITIES6+ years Service code 27 · EIN 23-1664237 | Advisory (Plan) | $111,138 |
EISNERAMPER LLP6+ years Service code 10 · EIN 13-1639826 | Accounting | $22,500 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,323 |
Form 5500 reported that benefits due were not provided when due.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,679 | $85,135+1.8% | $98,907-12.4% | $73,409+18.1% |
| Participation rate | 95.9% | 81.1%+14.8pp | 76.0%+19.9pp | 72.2%+23.8pp |
| Annual return | 19.58% | 19.14%+0.4pp | 196.43%-176.8pp | 59.29%-39.7pp |
| Employer contribution / active EE | $2,765 | $2,721+1.6% | $2,689+2.8% | $2,234+23.8% |
| Participant deferral / active EE | $7,038 | $4,349+61.8% | $4,244+65.8% | $3,805+84.9% |
| Admin fee / account holder | $246 | $139+76.6% | $6,642-96.3% | $158+55.8% |