Filed December 27, 2018 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: LARSON KELLETT & ASSOCIATES P.C Service code 10 · EIN 23-2723863 | Accounting | $10,600 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $7,294 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,417 | $100,227-26.7% | $169,993-56.8% | $74,419-1.3% |
| Participation rate | 96.3% | 87.3%+9.0pp | 87.0%+9.3pp | 70.7%+25.5pp |
| Annual return | 28.14% | 66.08%-37.9pp | 53.37%-25.2pp | 34.38%-6.2pp |
| Employer contribution / active EE | $3,253 | $4,263-23.7% | $6,785-52.1% | $2,637+23.4% |
| Participant deferral / active EE | $5,057 | $7,143-29.2% | $10,408-51.4% | $4,528+11.7% |
| Admin fee / account holder | $134 | $234-42.9% | $12,815-99.0% | $348-61.5% |