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 |
|---|---|---|
Filed as: PHILLIPS FINANCIAL MANAGEMENT, LLC Service code 26 6920 POINTE INVERNESS WAY, STE 230 · FORT WAYNE, IN 46804 | Advisory (Participants) | $12,941 |
DULIN, WARD & DEWALD, INC.5+ years Service code 10 9921 DUPONT CIR DR W, STE 300 · FORT WAYNE, IN 46825 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,325 | $25,302+122.6% | $74,701-24.6% | $67,579-16.7% |
| Participation rate | 15.0% | 37.8%-22.8pp | 54.5%-39.4pp | 71.3%-56.2pp |
| Annual return | 19.79% | 10291.17%-10271.4pp | 752.92%-733.1pp | 378.56%-358.8pp |
| Employer contribution / active EE | $0 | $446-100.0% | $1,084-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $215 | $954-77.4% | $1,964-89.0% | $3,539-93.9% |
| Admin fee / account holder | $234 | $108+117.5% | $3,333-93.0% | $142+64.5% |