Filed November 18, 2016 (most recent of 3 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 |
|---|---|---|
DEFINITI LLC2 years Filed as: DEFINITI Service code 64 · EIN 85-0833363 | Recordkeeping Fees | $7,918 |
NORTHWEST BANK8+ years Service code 19 · EIN 26-3901659 | Securities Custodian | $2,114 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,173 | $65,061-2.9% | $143,757-56.1% | $66,914-5.6% |
| Participation rate | 81.1% | 65.2%+16.0pp | 80.3%+0.8pp | 69.8%+11.3pp |
| Annual return | -19.66% | -11.14%-8.5pp | -0.04%-19.6pp | 1.58%-21.2pp |
| Employer contribution / active EE | $2,201 | $2,361-6.8% | $4,951-55.5% | $2,544-13.5% |
| Participant deferral / active EE | $2,886 | $2,919-1.1% | $5,637-48.8% | $4,237-31.9% |
| Admin fee / account holder | $71 | $502-85.8% | $14,673-99.5% | $593-88.0% |