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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $31,119 |
HORAN SECURITIES INC7 years Service code 27 · EIN 31-1448612 | Advisory (Plan) | $18,196 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,905 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,475 | $48,335+105.8% | $121,098-17.9% | $71,457+39.2% |
| Participation rate | 81.9% | 54.3%+27.6pp | 69.5%+12.4pp | 67.9%+13.9pp |
| Annual return | 22.90% | 23.32%-0.4pp | 985.75%-962.8pp | 28.85%-5.9pp |
| Employer contribution / active EE | $2,524 | $1,489+69.5% | $4,164-39.4% | $2,588-2.5% |
| Participant deferral / active EE | $4,939 | $2,754+79.3% | $4,080+21.1% | $4,289+15.1% |
| Admin fee / account holder | $306 | $1,841-83.4% | $5,644-94.6% | $1,587-80.8% |