Filed February 10, 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 37 · EIN 04-2647786 | Loan Processing | $36,173 |
FGMK, LLC1 year Filed as: FGMK LLC Service code 16 · EIN 36-2929601 | Consulting | $12,652 |
KESTRA INVESTMENT SERVICES LLC3+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 35-2552359 | Consulting | $12,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $123,294 | $43,504+183.4% | $68,793+79.2% | $56,287+119.0% |
| Participation rate | 76.8% | 67.8%+8.9pp | 72.2%+4.5pp | 69.9%+6.9pp |
| Annual return | -4.63% | -3.15%-1.5pp | -4.63%0pp | -9.96%+5.3pp |
| Employer contribution / active EE | $2,053 | $1,525+34.6% | $2,625-21.8% | $2,111-2.7% |
| Participant deferral / active EE | $6,846 | $2,509+172.9% | $3,311+106.8% | $3,350+104.4% |
| Admin fee / account holder | $337 | $515-34.6% | $5,131-93.4% | $521-35.3% |