Filed February 11, 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 |
|---|---|---|
THE WATERFORD GROUP LLC8 years Service code 27 · EIN 80-0675279 | Advisory (Plan) | $61,774 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,812 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,830 | $132,049-9.3% | $200,582-40.3% | $74,304+61.3% |
| Participation rate | 99.4% | 84.1%+15.3pp | 86.9%+12.5pp | 60.3%+39.0pp |
| Annual return | 18.68% | 22.22%-3.5pp | 42.33%-23.7pp | 29.43%-10.8pp |
| Employer contribution / active EE | $4,249 | $4,558-6.8% | $6,419-33.8% | $2,241+89.6% |
| Participant deferral / active EE | $10,290 | $7,213+42.7% | $9,331+10.3% | $3,767+173.1% |
| Admin fee / account holder | $434 | $2,405-81.9% | $16,305-97.3% | $2,969-85.4% |