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 INC4 years Service code 27 · EIN 31-1448612 | Advisory (Plan) | $18,192 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,789 |
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 | $97,303 | $53,901+80.5% | $134,143-27.5% | $73,488+32.4% |
| Participation rate | 96.3% | 62.8%+33.5pp | 72.2%+24.1pp | 70.7%+25.6pp |
| Annual return | 17.17% | 15.82%+1.3pp | 36.33%-19.2pp | 28.51%-11.3pp |
| Employer contribution / active EE | $3,840 | $1,458+163.3% | $3,704+3.7% | $2,270+69.2% |
| Participant deferral / active EE | $6,432 | $2,739+134.9% | $3,499+83.8% | $3,740+72.0% |
| Admin fee / account holder | $147 | $581-74.6% | $6,684-97.8% | $513-71.3% |