Filed October 4, 2019
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 13 · EIN 35-1140070 | Contract Administrator | $12,490 |
Filed as: PHILLIPS FINANCIAL MANAGEMENT Service code 27 6920 POINT INVERNESS WAY · FORT WAYNE, IN 46804 | Advisory (Plan) | $6,333 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,259 | $80,724-37.7% | $103,333-51.4% | $74,495-32.5% |
| Participation rate | 97.1% | 65.7%+31.4pp | 74.5%+22.6pp | 67.2%+29.9pp |
| Annual return | 15.25% | 27.56%-12.3pp | 24.88%-9.6pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $2,009 | $3,157-36.4% | $3,868-48.1% | $2,623-23.4% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $81 | $2,368-96.6% | $8,355-99.0% | $1,942-95.8% |