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 | $128,603-6.8% | $197,124-39.2% | $67,986+76.3% |
| Participation rate | 99.4% | 81.7%+17.7pp | 86.7%+12.7pp | 57.2%+42.2pp |
| Annual return | 18.68% | 23.77%-5.1pp | 44.34%-25.7pp | 31.67%-13.0pp |
| Employer contribution / active EE | $4,249 | $4,379-3.0% | $6,227-31.8% | $2,019+110.5% |
| Participant deferral / active EE | $10,290 | $6,840+50.4% | $9,135+12.6% | $3,358+206.4% |
| Admin fee / account holder | $434 | $3,035-85.7% | $16,298-97.3% | $3,203-86.4% |