Filed December 13, 2018
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 60 · EIN 04-2647786 | Sub-TA Fees | $1,902 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,804 | $65,435+37.2% | $86,677+3.6% | $66,914+34.2% |
| Participation rate | 95.5% | 75.5%+20.1pp | 76.6%+18.9pp | 69.8%+25.7pp |
| Annual return | -18.28% | -10.89%-7.4pp | 35.91%-54.2pp | 1.58%-19.9pp |
| Employer contribution / active EE | $2,406 | $2,153+11.8% | $2,836-15.2% | $2,544-5.4% |
| Participant deferral / active EE | $5,586 | $4,100+36.2% | $4,656+20.0% | $4,237+31.8% |
| Admin fee / account holder | $7 | $642-98.9% | $7,493-99.9% | $593-98.8% |