Filed November 25, 2019
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: DIMEO SCHNEIDER & ASSOC Service code 13 500 WEST MADISON ST · CHICAGO, IL 60661 | Contract Administrator | $33,248 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $32,237 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $10,416 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,817 | $65,118+13.4% | $76,768-3.8% | $55,725+32.5% |
| Participation rate | 97.6% | 79.6%+18.0pp | 77.0%+20.7pp | 70.9%+26.8pp |
| Annual return | -5.13% | -1.27%-3.9pp | 2.43%-7.6pp | 244.93%-250.1pp |
| Employer contribution / active EE | $3,537 | $1,941+82.2% | $2,485+42.3% | $2,078+70.2% |
| Participant deferral / active EE | $4,984 | $3,688+35.1% | $3,852+29.4% | $3,356+48.5% |
| Admin fee / account holder | $236 | $116+104.1% | $6,675-96.5% | $115+105.3% |