Filed April 25, 2018 (most recent of 2 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 |
|---|---|---|
LION STREET ADVISORS LLC1 year Filed as: LION STREET ADVISORS, LLC Service code 15 · EIN 80-0946231 | Recordkeeping | $20,263 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,931 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,037 | $125,758-14.1% | $169,993-36.4% | $75,163+43.7% |
| Participation rate | 85.3% | 83.6%+1.7pp | 87.0%-1.7pp | 67.2%+18.1pp |
| Annual return | 17.84% | 27.20%-9.4pp | 53.37%-35.5pp | 160.62%-142.8pp |
| Employer contribution / active EE | $3,239 | $4,615-29.8% | $6,785-52.3% | $2,670+21.3% |
| Participant deferral / active EE | $6,368 | $6,837-6.9% | $10,408-38.8% | $4,125+54.4% |
| Admin fee / account holder | $287 | $8,173-96.5% | $12,815-97.8% | $5,651-94.9% |