Filed January 3, 2017
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 INC1 year Service code 16 · EIN 31-1448612 | Consulting | $14,549 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,949 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,817 | $63,156+37.5% | $122,332-29.0% | $62,292+39.4% |
| Participation rate | 69.2% | 60.0%+9.2pp | 71.6%-2.5pp | 69.5%-0.3pp |
| Annual return | 17.48% | 20.61%-3.1pp | 30.27%-12.8pp | 28.90%-11.4pp |
| Employer contribution / active EE | $2,025 | $1,385+46.2% | $4,050-50.0% | $2,042-0.8% |
| Participant deferral / active EE | $3,910 | $2,321+68.5% | $3,287+19.0% | $3,169+23.4% |
| Admin fee / account holder | $181 | $440-58.9% | $5,478-96.7% | $479-62.3% |