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 LLC3 years Filed as: DEFINITI Service code 64 · EIN 85-0833363 | Recordkeeping Fees | $7,760 |
NORTHWEST BANK9+ years Service code 19 · EIN 26-3901659 | Securities Custodian | $1,627 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,886 | $61,272+22.2% | $149,673-50.0% | $71,457+4.8% |
| Participation rate | 79.1% | 62.5%+16.6pp | 78.8%+0.3pp | 67.9%+11.2pp |
| Annual return | 19.38% | 35.85%-16.5pp | 134.42%-115.0pp | 28.85%-9.5pp |
| Employer contribution / active EE | $1,960 | $2,378-17.6% | $4,818-59.3% | $2,588-24.3% |
| Participant deferral / active EE | $2,586 | $2,917-11.4% | $5,680-54.5% | $4,289-39.7% |
| Admin fee / account holder | $73 | $1,261-94.2% | $13,210-99.5% | $1,587-95.4% |