Filed October 12, 2016
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 26 · EIN 71-0294708 | Advisory (Participants) | $127,168 |
Service code 99 · EIN 23-2748550 | Other Fees | $45,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $12,473 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 46 PUBLIC SQUARE SUITE 400 · WILKES-BARRE, PA 18701 | Accounting | $10,000 |
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 | $62,353 | $48,261+29.2% | $68,793-9.4% | $55,725+11.9% |
| Participation rate | 90.8% | 71.0%+19.8pp | 72.2%+18.6pp | 70.9%+19.9pp |
| Annual return | -3.18% | -2.61%-0.6pp | -4.63%+1.4pp | 244.93%-248.1pp |
| Employer contribution / active EE | $1,296 | $1,742-25.6% | $2,625-50.6% | $2,078-37.7% |
| Participant deferral / active EE | $3,995 | $2,712+47.3% | $3,311+20.7% | $3,356+19.1% |
| Admin fee / account holder | $172 | $126+36.3% | $5,131-96.6% | $115+49.3% |