Filed June 2, 2021 (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 |
|---|---|---|
HORAN SECURITIES INC2 years Filed as: HORAN SECURITIES, INC. Service code 17 8044 MONTGOMERY ROAD, SUITE 640 · CINCINNATI, OH 452362950 | Pension Consulting | $50,222 |
Filed as: TEACHERS INSURANCE & ANNUITY ASSOC. Service code 15 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $25,626 |
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 | $28,975 | $50,815-43.0% | $155,509-81.4% | $77,643-62.7% |
| Participation rate | 97.0% | 63.1%+33.9pp | 78.2%+18.8pp | 70.6%+26.4pp |
| Annual return | 11.29% | 34.80%-23.5pp | 64.67%-53.4pp | 31.24%-19.9pp |
| Employer contribution / active EE | $1,728 | $1,993-13.3% | $4,672-63.0% | $2,726-36.6% |
| Participant deferral / active EE | $2,471 | $2,822-12.4% | $5,626-56.1% | $4,647-46.8% |
| Admin fee / account holder | $58 | $437-86.7% | $15,912-99.6% | $430-86.5% |