Filed April 6, 2016
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 |
|---|---|---|
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS LLC Service code 27 · EIN 82-1434504 | Advisory (Plan) | $33,056 |
OBERWEIS ASSET MANAGEMENT INC9+ years Filed as: OBERWEIS SECURITIES INC Service code 55 · EIN 36-4106772 | Other Commissions | $22,440 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$28,518 |
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 | $144,015 | $53,165+170.9% | $86,188+67.1% | $74,419+93.5% |
| Participation rate | 99.1% | 64.9%+34.2pp | 69.0%+30.1pp | 70.7%+28.3pp |
| Annual return | 18.96% | 22.64%-3.7pp | 1168.45%-1149.5pp | 34.38%-15.4pp |
| Employer contribution / active EE | $1,855 | $1,210+53.3% | $2,380-22.1% | $2,637-29.7% |
| Participant deferral / active EE | $12,013 | $3,234+271.4% | $3,985+201.4% | $4,528+165.3% |
| Admin fee / account holder | $11 | $551-98.1% | $6,852-99.8% | $348-97.0% |