Filed April 10, 2018
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 |
|---|---|---|
401KDIRECTPRO, INC.2+ years Service code 64 · EIN 20-3825735 3027 CENTRAL STREET · EVANSTON, IL 60201 | Recordkeeping Fees | $17,476 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,097 | $43,423-67.5% | $78,689-82.1% | $55,167-74.4% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 13.63% | 11.53%+2.1pp | 62.18%-48.5pp | 169.23%-155.6pp |
| Employer contribution / active EE | $224 | $1,997-88.8% | $2,851-92.1% | $1,963-88.6% |
| Participant deferral / active EE | $1,541 | $2,509-38.6% | $3,517-56.2% | $3,054-49.5% |
| Admin fee / account holder | $70 | $416-83.3% | $4,510-98.5% | $504-86.2% |