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 LLC4 years Filed as: DEFINITI Service code 64 · EIN 85-0833363 | Recordkeeping Fees | $12,222 |
NORTHWEST BANK10+ years Service code 19 · EIN 26-3901659 | Securities Custodian | $1,031 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,768 | $55,415+53.0% | $155,509-45.5% | $74,495+13.8% |
| Participation rate | 78.1% | 61.9%+16.2pp | 78.2%-0.1pp | 67.2%+10.9pp |
| Annual return | 14.61% | 268.50%-253.9pp | 64.67%-50.1pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $1,579 | $2,267-30.4% | $4,672-66.2% | $2,623-39.8% |
| Participant deferral / active EE | $2,776 | $2,836-2.1% | $5,626-50.7% | $4,346-36.1% |
| Admin fee / account holder | $74 | $1,738-95.7% | $15,912-99.5% | $1,942-96.2% |