Filed January 4, 2019 (most recent of 4 filings on file)
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 42-0127290 | Contract Administrator | $58,755 |
TOROSO INVESTMENTS2 years Filed as: TOROSO INVESTMENT LLC Service code 27 · EIN 45-4779500 | Advisory (Plan) | $24,194 |
Service code 27 · EIN 20-5122562 | Advisory (Plan) | $7,922 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,301 | $47,126+17.3% | $149,673-63.1% | $74,419-25.7% |
| Participation rate | 31.9% | 63.4%-31.5pp | 78.8%-46.9pp | 70.7%-38.9pp |
| Annual return | 12.41% | 22.75%-10.3pp | 134.42%-122.0pp | 34.38%-22.0pp |
| Employer contribution / active EE | $423 | $1,905-77.8% | $4,818-91.2% | $2,637-84.0% |
| Participant deferral / active EE | $2,137 | $2,728-21.7% | $5,680-62.4% | $4,528-52.8% |
| Admin fee / account holder | $212 | $343-38.2% | $13,210-98.4% | $348-39.1% |