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 |
|---|---|---|
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN TRUST COMPANY Service code 15 855 MAIN STREET, 4TH FLOOR · DUBUQUE, IA 520040938 | Recordkeeping | $30,112 |
Filed as: TRANSAMERICA FINANCIAL ADVISOR Service code 16 11315 JOHNS CREEK PARKWAY · JOHNS CREEK, GA 30097 | Consulting | $11,202 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,649 | $65,061-23.7% | $143,757-65.5% | $66,914-25.8% |
| Participation rate | 71.4% | 65.2%+6.2pp | 80.3%-8.9pp | 69.8%+1.6pp |
| Annual return | -17.70% | -11.14%-6.6pp | -0.04%-17.7pp | 1.58%-19.3pp |
| Employer contribution / active EE | $616 | $2,361-73.9% | $4,951-87.6% | $2,544-75.8% |
| Participant deferral / active EE | $3,693 | $2,919+26.5% | $5,637-34.5% | $4,237-12.8% |
| Admin fee / account holder | $211 | $502-58.0% | $14,673-98.6% | $593-64.5% |