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 INC2 years Service code 27 · EIN 31-1448612 | Advisory (Plan) | $16,236 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,619 |
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 | $61,082 | $44,221+38.1% | $121,196-49.6% | $56,287+8.5% |
| Participation rate | 98.7% | 61.1%+37.6pp | 71.7%+26.9pp | 69.9%+28.8pp |
| Annual return | -5.89% | -3.58%-2.3pp | 16.93%-22.8pp | -9.96%+4.1pp |
| Employer contribution / active EE | $2,393 | $1,480+61.7% | $4,022-40.5% | $2,111+13.3% |
| Participant deferral / active EE | $4,133 | $2,521+63.9% | $3,344+23.6% | $3,350+23.4% |
| Admin fee / account holder | $129 | $480-73.1% | $5,019-97.4% | $521-75.2% |