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 INC3 years Service code 27 · EIN 31-1448612 | Advisory (Plan) | $18,027 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,254 |
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 | $81,480 | $46,722+74.4% | $130,648-37.6% | $65,185+25.0% |
| Participation rate | 100.0% | 60.9%+39.1pp | 71.7%+28.3pp | 70.2%+29.8pp |
| Annual return | 22.89% | 24.17%-1.3pp | 1708.96%-1686.1pp | 29.38%-6.5pp |
| Employer contribution / active EE | $3,092 | $1,488+107.8% | $4,092-24.4% | $2,177+42.0% |
| Participant deferral / active EE | $4,861 | $2,545+91.0% | $3,603+34.9% | $3,514+38.3% |
| Admin fee / account holder | $133 | $453-70.6% | $5,464-97.6% | $847-84.3% |